[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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>      References
>
>        1. mailto:samantha at boorertranslations.com
>
>        2. mailto:gnucash-user at gnucash.org
>
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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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