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Reporting on New Clients by Postcode

Submitted by Guest on Fri, 08/08/2014 - 11:13
in

Hi All,

I'm wanting to be able to filter our New Client reporting system (or perhpas there is a seperate report all together) in order to be able to group new clients by postcode.

This will enable me to see what area's our new clients are coming from and hence, what advertising is working best for us and where to further target etc.

All info would be appreciated.

Cheers,

Jess

‹ users in Southern Africa and Namibia change tender type when balancing till ›

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Re: Reporting on New Clients by Postcode

Submitted by tgething (not verified) on Sat, 09/08/2014 - 04:25.

Jess - the Customer Acquisition Export Report (see http://www.openvpms.org/customisation/customer-acquisition-export-report )  will generate a CSV file that you can open with Excel or Open Office Calc and sort on postcode. You could also add a chart or a set of countif statements that would count the numbers on various postcode sets.

Regards, Tim G

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