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Microsoft Dynamics GP (Archived)

Any report that shows year to date sales by customer?

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Posted on by Community Member

Hi GP forum,

Is there any report that lists the year to date sales by a customer? (A/R) Something short and sweet?

Thanks,

WennSoft

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Mahmoud Saadi 32,738 on at

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Have you checked AR and Sales views on Victoria Yudin site;

SQL SOP Views

SQL Receivable Views

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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Run a Customers Smartlist and add the Total Sales YTD column to it. Short and sweet.

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Community Member on at

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Thank you, I will give those suggestions to our customer. I appreciate the fast response!

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Community Member on at

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Hi - tried this. Looks like I got more than just YTD in the sales column. More like inception to date.

Any clues on how to trim this back to the correct $$? thanks

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L Vail 65,271 on at

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Hi,

I think this field only starts accumulating after the closing routine. If you want a true YTD, you'll need to do a date restriction on the transaction table. This is still an easy thing using SmartList.

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