RE: Count the number of customers that have been invoiced
A wholesaler has several hundred items from different brands.
The wholesaler would like a report for a given time frame (ex this year, this month etc….)
- The total number of customers he invoices to (not that have ordered)
- The total number of customers that have purchased an item from a specific brand
- The total number of customers that have purchased a specific product
Possibly showing also the % of customers that have purchased it.
the report should look like this:
JACK DANIELS. 70. 76,09%
- JACK DANIELS N.7 70. 76,09%
- SINATRA EDITION. 2 2,17%
- TENNESSEE APPLE 11 11,96%
APEROL 42. 45,65%
- APEROL 42. 45,65%
CAMPARI 55 59,78%
- CAMPARI 52. 56,52%
- CAMPARI SODA 7 7,61%
TOTAL CUSTOMERS 92. 100%
Not sure this is possible as a report, but you should be able to get something pretty close as a saved search using summary functions and custom formulas. You might have to compromise on the formatting a little bit, since you only get one level of grouping in saved search. Also the total customers (and thus percent) is going to be a bit thorny, but probably doable, I think. Alternatively, you theoretically should be able to use SuiteAnalytics Workbook to get almost exactly what you want, but workbooks are still a little buggy, so you might end up going back to a saved search anyway, depending, and if you’re not familiar with them I’d just stick to saved searches. SuiteAnswer ID 10101 is a good read on formulas. SuiteAnswer ID 31727 is a good place to start for summary functions. You’ll also likely need the sum() function in your formulas SuiteAnswer ID 63730 is one example of that, but you can probably find better ones if you do a bit of searching around in SuiteAnswers on your own.
Hope that helps! Best of luck!