Hello,
I need a yearly report that shows the top 25 clients, including revenue from each, for 2017 and 2018. I can't seem to figure out which report to run.
Any suggestions or direction would be helpful. Thanks!
Sage Knowledgebase article 58848 has the information you need to satisfy your request
Wonderful! Thank you so much, Roger!
If you are focused on the billed numbers as opposed to receipts you might consider the invoice listing sorted by client only showing subtotals and grand totals. Export that to Excel to find your top clients.
If you are focused on the billed numbers as opposed to receipts you might consider the invoice listing sorted by client only showing subtotals and grand totals. Export that to Excel to find your top clients.
*Community Hub is the new name for Sage City