Reports: Add Customer Group filter to Sales by X & Detailed report
complete
Kristina Dyk
Submitted on behalf of BJ @ Joie.
We’re starting our month end and I was going to run our June report for Customer Groups by SKU by case, but I see that the Customer Group filter has not yet been added to the Sales by X Report. Is it possible to add the Customer Group filter to the Sales by X Report?
Steven Chung
complete
You can now filter by your custom Customer Groups within the Sales by X and Sales Detail Report.
Steven Chung
under review
j
jan@joiefarm.com
Steven Chung: Thank you for marking this 'under review'! Having Customer Groups as an option in the Sales By X report would (finally) allow us to quit the proprietary software we joined Ollie to ditch in the first place. We've been paralleling in - and paying for - both for a year now and really looking forward to having more streamlined, accurate reporting.
Any rough estimate as to timeline? We are currently re-designing all our sales, inventory and allocations tools and it would be great to have this online by the New Year!
Steven Chung
jan@joiefarm.com: Hi Jan, thanks for reaching out. We're targeting to have this update available before the end of Jan.
j
jan@joiefarm.com
Steven Chung: You've made us all here very happy! We were promised this feature when onboarding so we're ecstatic to soon finally have it. Hooray!
m
monica@kitschwines.ca
Yes I agree, adding a customer to a group is only relevant if the group appears in sales reporting. If possible we'd like to see it in the detailed report as well please. Thanks.