How to Filter a Customer Report by Amount Spent

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    Britany Caudell

    Is there a way to only do a specific year? I am only able to do the lifetime of each client as far as I can see.
    But some clients are bigger spenders having only been to me a few times. I’d like to be able to track this as well

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    Donna J

    Britany:

    You can use Advanced Filters for two date range fields: Customer Since, and Last Visit. In those options, you'll see the calendar selection options that let you specify a specific date range or options such as "This Year" and "Last Year." Without any other filtering options selected, you would get a list of customers who have had visits in the last year, for example. Or you can use a longer range of years, or specific years (January 1, 2000 - December 31, 2000).

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    Britany Caudell

    That gives you their spending for their entire account. So someone how’s been with me for 3 years comes to the top, even if they only get haircuts. I want to track just money spent in this year.

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    Donna J

    Have you tried the Transaction List Report? You can select individual customers and the advanced filter options give you many options, including  appointment date range and transaction type (like services, classes, products, and more.)


    When you go to Reports, it's the first in the list under Sales.

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