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dukhoncoil
March 13, 2021
Question

We would like to know how can we get a report with the highest ordering customers, with no. orders.

  • March 13, 2021
  • 3 replies
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Original commenter did not share additional details

3 replies

CharleneMaeF
March 13, 2021

Let's run and customise the Estimates by Customer report, dukhoncoil.

 

This way, you'll be able to see the details you'd like to see.

 

  1. Go to the Reports menu.
  2. Type in Estimates by Customer, then click to open.
  3. Select the Customise button.
  4. Choose the correct report period.
  5. Under Rows/Columns, click Change columns.
  6. Place a checkmark on the details you'd like to add.
  7. Click Filters, place a checkmark beside Customer.
  8. Place a checkmark beside Estimate Status, then select the status you'd like to see.
  9. Once done, click on Report.

The customers with many listed transactions have the highest order.

 

For further guidance in personalising your reports, please see this article: Customise Reports.

 

You can also memorise the report in QuickBooks. This helps you save the current customize settings.

 

In case you'll need assistance in dealing with reports, don't hesitate to get back on this thread. We're always here to help you.

dukhoncoilAuthor
March 13, 2021

i have tried to do your custom report , it worked but it still the same issue that happened with me which is it only showing the whole orders without sorting them by the most to the less , how can we sort them by the most ordering customer to the less .

JessT
JessT
March 14, 2021

Hi dukhoncoil,

 

While QuickBooks is unable to show the total number of orders, you'll want to export the report to Excel. Then, use the Excel functions to extract the data you need.

 

If there's anything that you need help with, feel free to go back to this thread.

 

 

 

 

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