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

Sat Aug 7 05:02:43 EDT 2021

   I could certainly do that moving forwards, but it won't create a
   retrospective report as of now.

   On 06/08/2021 23:48 Derek Atkins <derek at ihtfp.com> wrote:

   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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