[GNC] Fwd: Re: Creating a customer report by location
Derek Atkins
derek at ihtfp.com
Fri Aug 6 18:48:19 EDT 2021
Actually, couldn't you make multiple Income accounts per region? Eg
Income:Region:Type.. That might work, but would mean you need to enter the
right region when building the invoice instead of having it automated.
-derek
Sent using my mobile device. Please excuse any typos.
On August 6, 2021 5:44:19 PM Samantha Payn
<samantha at boorertranslations.com> wrote:
> 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
>>>>>
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>>>>>
>>>>> 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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>>>
>>> --
>>> Derek Atkins 617-623-3745
>>> derek at ihtfp.com www.ihtfp.com
>>> Computer and Internet Security Consultant
>>>
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