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PatYZ33
Level 2

How to pull out a sales customers report per country with the ability to sort per date and per customer? Thank you

I need a sales report per country for our international activity. 

Unfortunately the fiel "Country" do not exist in the filter list. We could find only ZIP, State...but not Country.

This information about Country is on the Bill to Address of the customer.

Any idea to pull out such report or customize report or ODBC?

 

Many thanks

Pat33YZ 

5 Comments 5
Adrian_A
Moderator

How to pull out a sales customers report per country with the ability to sort per date and per customer? Thank you

We're unable to pull up a foreign sales report, Pat33YZ . Though, I have a workaround to this.

 

You have to filter either the Sales by Customer Summary or Sales by Customer Detail report customers of the same country manually. Here's how:

  1. Pull up either of the said reports.
  2. Click Customize Report.
  3. Go to the Filters tab.
  4. Under CURRENT FILTER CHOICES, select Name.
  5. Click the Name drop-down arrow, then click Multiple names.
  6. Select the customers, then click OK.
  7. Click OK.

You can also pull up the Customer Contact List report to get each customer's address or country. Here's how:

  1. Click Reports.
  2. Go to List.
  3. Select Customer Contact List.

 

If you want to pull up the same setting of report. you can memorize. Here's a guide on how to do so: Create, access and modify memorized reports.

 

If there's anything else that you need, we're just one post away. Take care! 

Fiat Lux - ASIA
Level 15

How to pull out a sales customers report per country with the ability to sort per date and per customer? Thank you

@PatYZ33 

Another option, having a BI app

BigRedConsulting
Community Champion

How to pull out a sales customers report per country with the ability to sort per date and per customer? Thank you

Yes, QuickBooks won't create such a report.

However, we can build the report for you outside of QuickBooks with a custom reporting solution.  If interested, send a support request: BRC Support Request  

PatYZ33
Level 2

How to pull out a sales customers report per country with the ability to sort per date and per customer? Thank you

Thank you for you suggestion.

I have found a way.

Pull out bills report by adding town entered in the bill to address, export the report to Excel and then added country in bulk by sorting by town. Just need some geographical knowledge ;)

 

Many thanks to all.

PatYZ33
Level 2

How to pull out a sales customers report per country with the ability to sort per date and per customer? Thank you

Many thanks for your inputs

 

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