Report for customers who have not purchases

Hello nancyl!

Let me show you how to run a report for customers who have not made a purchase. We need two different reports for this.

You can customize the Sales by Customer Summary report to show the no sales clients. Follow these steps:

1. From the Reports menu, hover over Sales and select Sales by Customer Summary.
2. Set the right Dates, then select Total from the Sort By drop-down.
3. Click Customize Report button, then Advanced.
4. Under DISPLAY ROWS, select All, then click OK.
5. Go to the Filters tab and select All ordinary income accounts under Account, then click OK.

Tap the Collapse button to see the jobs, if there are.

The next report is the Customer Contact List which you can select from the Customers & Receivables section of the Reports menu. Here's how to customize it:

1. Click the Customize Report button.
2. From the Display tab, search and select the Rep, Main Email, Company on the Columns section.
3. Tap OK.

Once done, you can export them to an Excel file if you want to merge them and create a single report. Click the Excel drop-down, then select Create New Worksheet. Select Create new worksheet, then in new workbook, and click Export. 

You'll want to memorize reports these reports so you can access them anytime you need them.

Comment below if you need more assistance. Take care!

Thank you for your help.  I was a bit confused because I had 30 more customers in step 2 than in step 1.  I think it's because of the difference in how the customer names are pulled.  I'm going to keep working on it.