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ASandTSA
Level 1

Report for customers who haven't ordered in a while

Hi, I want to reach out to customers who haven't ordered for a certain period of time for example customers who haven't ordered in the past 1 year or longer. Is there a report on QBD Enterprise that can generate that kind of report? Please advise. Thank you!

1 Comment 1
BigRedConsulting
Community Champion

Report for customers who haven't ordered in a while

I don't think there is such a report in QuickBooks. Generally creating a report of customers and including calculated fields (like last sale date) isn't possible.

 

However, you can use our BRC List Reporter to do this. It includes the ability to add the last sale dates to the report, which is written to an Excel worksheet. You can then sort on the last sale date to get the results you're after:

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