[GNC] Fwd: Re: Creating a customer report by location
Samantha Payn
samantha at boorertranslations.com
Fri Aug 6 17:41:38 EDT 2021
As there are comprehensive address fields for the customer database it would be wonderful if these could be used to compile a report.
I could, working forward, categorise sales by location/product but that would mean duplicating each product for each location, and doesn’t solve the issue of a retrospective review.
> On 6 Aug 2021, at 22:10, Greg Feneis <mfeneis at gmail.com> wrote:
>
> 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
>>>>
>>>> To update your subscription preferences or to unsubscribe:
>>>>
>>>> [3]https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>>>
>>>> If you are using Nabble or Gmane, please see
>>>>
>>>> [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
>>>>
>>>> _______________________________________________
>>>>
>>>> gnucash-user mailing list
>>>>
>>>> gnucash-user at gnucash.org
>>>>
>>>> To update your subscription preferences or to unsubscribe:
>>>>
>>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>>>
>>>> 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.
>>>>
>>>> --
>>>>
>>>> David Carlson
>>>>
>>>> _______________________________________________
>>>>
>>>> gnucash-user mailing list
>>>>
>>>> gnucash-user at gnucash.org
>>>>
>>>> To update your subscription preferences or to unsubscribe:
>>>>
>>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>>>
>>>> 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
>>>> _______________________________________________
>>>> gnucash-user mailing list
>>>> gnucash-user at gnucash.org
>>>> To update your subscription preferences or to unsubscribe:
>>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>>> 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.
>>>>
>>> _______________________________________________
>>> gnucash-user mailing list
>>> gnucash-user at gnucash.org
>>> To update your subscription preferences or to unsubscribe:
>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>> 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
>>
>> _______________________________________________
>> gnucash-user mailing list
>> gnucash-user at gnucash.org
>> To update your subscription preferences or to unsubscribe:
>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>> 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.
>>
> _______________________________________________
> gnucash-user mailing list
> gnucash-user at gnucash.org
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> 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.
More information about the gnucash-user
mailing list