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CRM Software Custom Reports
Amphis Customer CRM Software
Amphis Customer CRM Software makes it easy to manage your Contacts, create Quotes and Invoices, manage your Jobs and Appointments, Mail Merge and so much more. You can download a free trial and see for yourself. There are no monthly or yearly fees, just a one-off payment. See prices
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CRM Software Custom Report - Customers who have purchased something recently
In Amphis Customer CRM there are many Built-in Reports and you can also create Custom Reports to suit your business requirements. This is an example Custom Report you can use to display the customers who have purchased a product or service from us in the last 3 months. The customers can easily be added to a group at the click of a button and then you could, for example, perform a mail merge to send them all a letter eg a special offer. The "90" in the report is used to specify 90 days ie roughly 3 months. You could create similar reports for different time periods eg if you change the 90 to 30 it will show customers who have purchased in the last 30 days ie in the last month (roughly).
You can create a custom report using the Custom Report Builder (from the Reports->Custom Report Builder menu)
For more information on how to create a custom report, see Create CRM Custom Reports
Here is the SQL command you need to enter when creating this custom report. (It doesn't matter if you don't know what this means - you just need to copy and paste this into the Report Builder).
SELECT displayid as customerid, companyname, lastname, firstname, t.lookupvalue as title FROM customer c, lookup_contacttitle t where customerid in (select customerid from history h where what='invoice' and h.date > now()-90) and c.titleid = t.lookupkey
And here is an example output from the report showing the customers who have purchased something in the last 90 days.
You can export the results to a spreadsheet, or just print the results. You can click Add to Group to add all the customers to a group and then you could perform a mail merge to send them all a letter eg a special offer.
Any custom reports you create will be available from the Reports->My Custom Reports menu. You don't need to go into Report Builder to run them.
(We welcome your suggestions for CRM Custom Reports we could create (for free). To make a suggestion, please click here)
For more information on how to create a custom report, and to see more examples of custom reports, see Create Custom Reports
Disclaimer: we develop custom reports at no charge, often at the request of clients. We cannot guarantee that these custom reports will produce exactly the results you want to achieve, but we try to develop custom reports that could be useful for the majority of our clients.
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