[GNC] Fwd: Re: Creating a customer report by location
Derek Atkins
derek at ihtfp.com
Fri Aug 6 15:49:33 EDT 2021
David,
I'm not sure how you would do that. Customers are just a flat database, a
list; there is no Customer Hierarchy.
-derek
On Fri, August 6, 2021 3:34 pm, David H wrote:
> 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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>> --
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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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Derek Atkins 617-623-3745
derek at ihtfp.com www.ihtfp.com
Computer and Internet Security Consultant
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