Lost Customers Report

in
Category: 
Customer
Version: 
1.8+

This report finds 'lost' customers - ie ones that we used to do business with but no longer. The parameter screen is:

The explanatory text is:

This report shows 'lost' customers. Customers are checked for having no invoices (and counter sales) in the specified months prior to the specified date, but who had invoices issued in the specified previous months.
Only customers who spent more than the 'Spent Above' amount are shown.
Customers who have been de-activated are ignored as are those with no active patients.
The selection fields entered have % added so that leaving them blank will find all, and entering say account type 'n' will include all customers with account types starting 'n', and entering practice location '%branch' will find all customers with locations containing 'branch'. The selection is case-insensitive.
Null practice locations and account types will be shown as '--NONE--' and using the selection '-' will find these; ie setting the account type selection to '-' will find customers with no account type. You can also use a selection string starting ! to use a 'not like' selection - so account type '!c' will find customers with account types not starting with c, and setting it to '!-' will find all customers with a non-null account type.
The Spent column shows the sum of the invoices issued in the previous months.
Customers are grouped by Practice Location/Account Type and shown in descending order of their amount spent. The counts shown in the Location/Account Type header lines are number of 'lost' customers with the location and account type respectively.

Note that there are export versions of this report designed for use with mail and email merge programs.

 

Syndicate content