[GNC] Fwd: Re: Creating a customer report by location

Fri Aug 6 17:07:32 EDT 2021

Perhaps use of jobs could help?

If jobs were named per location, or included location in the job name or
description?

A customer could have multiple locations indicated by job.

The thing I don't know is whether reports can sort on job names or
descriptions 🤔

Kind regards, Greg Feneis
(Pixel 3)

On Fri, Aug 6, 2021, 12:51 Derek Atkins <derek at ihtfp.com> wrote:

> 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
> >>
> >>        _______________________________________________
> >>
> >>        gnucash-user mailing list
> >>
> >>        [2]gnucash-user at gnucash.org
> >>
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> >>
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> >>
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> >>
> >>        [4]https://wiki.gnucash.org/wiki/Mailing_Lists for more
> >>      information.
> >>
> >>        -----
> >>
> >>        Please remember to CC this list on all your replies.
> >>
> >>        You can do this by using Reply-To-List or Reply-All.
> >>
> >>      References
> >>
> >>        1. mailto:samantha at boorertranslations.com
> >>
> >>        2. mailto:gnucash-user at gnucash.org
> >>
> >>        3. https://lists.gnucash.org/mailman/listinfo/gnucash-user
> >>
> >>        4. https://wiki.gnucash.org/wiki/Mailing_Lists
> >>
> >>      _______________________________________________
> >>
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> >>
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> >>      -----
> >>
> >>      Please remember to CC this list on all your replies.
> >>
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> >>
> >>      --
> >>
> >>      David Carlson
> >>
> >>      _______________________________________________
> >>
> >>      gnucash-user mailing list
> >>
> >>      gnucash-user at gnucash.org
> >>
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> >>
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> >>
> >>      If you are using Nabble or Gmane, please see
> >>
> >>      https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
> >>
> >>      -----
> >>
> >>      Please remember to CC this list on all your replies.
> >>
> >>      You can do this by using Reply-To-List or Reply-All.
> >>
> >>    --
> >>          Derek Atkins                 617-623-3745
> >>          derek at ihtfp.com             www.ihtfp.com
> >>          Computer and Internet Security Consultant
> >> _______________________________________________
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> >> -----
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> >>
> > _______________________________________________
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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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