report

Tori S. shared this question ago

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Hello!

I am trying to create a report to see who our highest paying customers, by account, are.

We do have one on our dashboard but it only shows the top 5, I would like to see the top 20 or so for each location. Is there a way to adjust the quantity of result in the dashboard, I didn't see a way myself or a way to set up a report to see what account are the highest paying throughout the year?

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Comments (1)

Susan M. ● 2 months ago

You can simply use Contact Full Name and Contact Total $ Spent for the columns of the report. Group by name and Sort by total spent (descending) Place in a data table on the dashboard w/ a complete status filter

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Tori S. ● 2 months ago

Is there a way to get the report to narrow down even farther to just this year? I tried to add a filter to it and play around and it still give results with the clients total compounded throughout the history of the company, i just need this years results.

i dont think i understand this part either 'Place in a data table on the dashboard w/ a complete status filter'

i don't need it on the dashbaord unless it will show me more then 5 results, there's already one available that searches this year, i just cant get more results to show up. when i try to create a table on the dashboard, it doesnt let me attach a report, its just blacked out. the attachment is what i have on my dashboard which is the search and filter i need, just need the top 20-30 not just 5

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Susan M. ● 2 months ago

Yes, click fixed range on the drop down and choose your dates

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Tori S. ● 2 months ago

even when the date range is applied, it does not give me accurate results when the report is added. The second client listed Sandra, has only had 1 event this year that was totaled around 1700, she shouldn't be listed

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Susan M. ● 2 months ago

Try using Lead $ Total Sum instead of contact total spent in this case...that way it will apply the dates to the total

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Tori S. ● 2 months ago

Yes! Think that did it, thank you so much!

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