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Small and medium business | Business Central, N...
Suggested Answer

Customer Turnover

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Posted on by 5

Hi, 

Do you know how to get a 1 page customer turnover report by date direct from business Central?

Customer item sales splits the customers onto different pages and sales statistics puts it onto 1 page but doesn't easily allow the date field and the information has to be manipulated in excel.

Thanks, 

Sue

  • Suggested answer
    JAngle Profile Picture
    159 on at

    The customer list page has the “Date Filter” as a flow filter. If you can get the “Profit (LCY)” field added to the page, via a page extension, then you can use that as a report type query page. The mentioned field comes from the customer ledger entries table. If you go with this suggestion you can still take a snapshot of the data by exporting to Excel.

    Alternative would be to use Power BI to generate a report which uses your preferable viewing style and required filtering

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