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#24463 - 10/14/10 06:56 AM CUSTOMER ITEMS REPORT
GT Offline
Adagio Virtuoso

Registered: 08/14/03
Posts: 626
Loc: Antigua
Hi Guys,
Is there a way to create a report that has a customer and a list of all the items that particular customer purchased?
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Ishana Alexander
Grant Thornton

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#24466 - 10/14/10 10:01 AM Re: CUSTOMER ITEMS REPORT [Re: GT]
Bruce Gardner Online   content
Adagio Wizard

Registered: 06/15/04
Posts: 3617
Loc: Toronto ON, Canada
Hello:
Assuming that OE is being used, go to "Display History" and click on the "Items" tab (right-hand side). Choose your settings (ie. Customer code, Date range, choose Invoices and CN's) then click on "Load History". If you are using a curent version of OE, there will be an Excel Direct button to export the list to Excel.
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Bruce Gardner
ARX Business Solutions Inc.

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#24467 - 10/14/10 10:22 AM Re: CUSTOMER ITEMS REPORT [Re: Bruce Gardner]
GT Offline
Adagio Virtuoso

Registered: 08/14/03
Posts: 626
Loc: Antigua
can this report be generated in grid view?
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Ishana Alexander
Grant Thornton

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#24469 - 10/14/10 10:44 AM Re: CUSTOMER ITEMS REPORT [Re: GT]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4514
Loc: Wynnewood, PA
Yes

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#24526 - 10/18/10 11:37 AM Re: CUSTOMER ITEMS REPORT [Re: Steve Schwartz]
GT Offline
Adagio Virtuoso

Registered: 08/14/03
Posts: 626
Loc: Antigua
can you walk me through this as I'm having difficulty
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Ishana Alexander
Grant Thornton

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#24531 - 10/18/10 12:18 PM Re: CUSTOMER ITEMS REPORT [Re: GT]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11570
Loc: Vancouver, BC Canada
Are you asking to be walked though how to create an inquiry in GridView that lists all items that have been purchased by a customer?

One of the sample inquiries installed by GridView is called 'SalesInquiryJoin' which shows Sales Analysis transactions and a way to 'join' a customer list and an item list to determine sales for a spcific customer and a specific item. This is a little more advanced.

To get a simpler view that just shows customer sales, you could look at other sample workspaces such as CustomersAndTransactions.gvs or CustomerOrders.gvs to see how to link one view to another.

To get more information on how to link view or use the join feature, check out the recorded webinars for Adagio GridView.
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Softrak Tech Support

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#24546 - 10/19/10 11:13 AM Re: CUSTOMER ITEMS REPORT [Re: Softrak Support]
GT Offline
Adagio Virtuoso

Registered: 08/14/03
Posts: 626
Loc: Antigua
thanks will work on that.....
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Ishana Alexander
Grant Thornton

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