[GNC] Fwd: Re: Creating a customer report by location
David H
hellvee at gmail.com
Fri Aug 6 15:34:56 EDT 2021
Samantha,
Like David Carlson I'm not a business features user so I'm only guessing
here but can you setup your customers or Sales in a heirarchy - i.e
Customers, Customers UK, Customers Local, Customers Non UK OR Sales, Sales
UK, Sales Local, Sales Non UK and report on them that way ?
Cheers David H.
On Sat, 7 Aug 2021 at 03:36, Samantha Payn <samantha at boorertranslations.com>
wrote:
> Sorry, I replied to Derek only and I meant to include the list.
>
> Here is my response to Derek's question.
>
> ---------- Original Message ----------
>
> From: Samantha Payn <samantha at boorertranslations.com>
>
> To: Derek Atkins <derek at ihtfp.com>
>
> Date: 06/08/2021 16:26
>
> Subject: Re: [GNC] Creating a customer report by location
>
> I am a freelance translator in the UK with clients all over the
> world. In applying for advice and grants from a local government-run
> business support agency they want to know the proportion of my sales
> to local (county) customers, to the wider UK and as “exports”.
>
> Location by country for me would be sufficient (I don’t yet have any
> clients in my actual locality).
>
> In fact, for my purposes, a custom text field with A, B, C, D or E
> would be sufficient.
>
> I hope this helps and would love it if someone could come up with
> something.
>
> Many thanks for any pointers
>
> Samantha
>
> On 6 Aug 2021, at 15:25, Derek Atkins <derek at ihtfp.com> wrote:
>
> Hi Samantha,
> As far as I know, there is no report like that. Indeed, I can't even
> think of a way that you could collate customers by location within
> GnuCash. Are you thinking by State? By Zip Code? By some other
> means?
> Once you figure that out, then one could write a routine that sorted
> and
> collated based on that. But to my knowledge, no such thing exists.
> I'm curious what your actual use-case is here?
> -derek
> On Fri, August 6, 2021 9:11 am, David Carlson wrote:
>
> No, not unnoticed, but I do not use business features, so I waited
> to see
>
> if a business user would step up.
>
> GnuCash has no geographical data feature to use for such a report.
> You
>
> would have to somehow manually add appropriate information in a text
>
> field,
>
> but reports generally only have rudimentary sorting on text fields,
> so
>
> maybe at best you could come up with a manually implemented zip code
>
> scheme.
>
> Short answer, no.
>
> On Fri, Aug 6, 2021 at 7:43 AM Samantha Payn <
>
> samantha at boorertranslations.com> wrote:
>
> Is this not possible, or has this request slipped through
> unnoticed?
>
> Cheers
>
> On 05/08/2021 14:26 Samantha Payn
>
> <[1]samantha at boorertranslations.com>
>
> wrote:
>
> Can anyone tell me how to set up a report on income by customer
>
> location, please?
>
> Many thanks
>
> Samantha Payn
>
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>
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>
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> --
>
> David Carlson
>
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> --
> Derek Atkins 617-623-3745
> derek at ihtfp.com www.ihtfp.com
> Computer and Internet Security Consultant
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