05-16-2024 09:21 AM
Hi - can someone tell me how to run this report? We want to recognize our top spending clients.
Thanks,
Marilyn
05-21-2024 08:26 AM
Hi Marilyn the best way to Generate this report would be by
Choose Report Type > Sales, Opportunities and Revenue
Choose Report Template > Customers
Select Columns > Customers Lifetime Revenue, Lifetime Jobs Booked, Lifetime Invoices, Total Sales, and Customer Name and that report should give you all of the information you need
If you have any questions feel free to reach out EleazarA@chickenladyspeaks.com