As there are comprehensive address fields for the customer database it would be wonderful if these could be used to compile a report. I could, working forward, categorise sales by location/product but that would mean duplicating each product for each location, and doesn’t solve the issue of a retrospective review.
> On 6 Aug 2021, at 22:10, Greg Feneis <mfen...@gmail.com> wrote: > > Perhaps use of jobs could help? > > If jobs were named per location, or included location in the job name or > description? > > A customer could have multiple locations indicated by job. > > The thing I don't know is whether reports can sort on job names or > descriptions 🤔 > > Kind regards, Greg Feneis > (Pixel 3) > > >> On Fri, Aug 6, 2021, 12:51 Derek Atkins <de...@ihtfp.com> wrote: >> >> David, >> >> I'm not sure how you would do that. Customers are just a flat database, a >> list; there is no Customer Hierarchy. >> >> -derek >> >>> On Fri, August 6, 2021 3:34 pm, David H wrote: >>> Samantha, >>> >>> Like David Carlson I'm not a business features user so I'm only guessing >>> here but can you setup your customers or Sales in a heirarchy - i.e >>> Customers, Customers UK, Customers Local, Customers Non UK OR Sales, >> Sales >>> UK, Sales Local, Sales Non UK and report on them that way ? >>> >>> Cheers David H. >>> >>> On Sat, 7 Aug 2021 at 03:36, Samantha Payn >>> <saman...@boorertranslations.com> >>> wrote: >>> >>>> Sorry, I replied to Derek only and I meant to include the list. >>>> >>>> Here is my response to Derek's question. >>>> >>>> ---------- Original Message ---------- >>>> >>>> From: Samantha Payn <saman...@boorertranslations.com> >>>> >>>> To: Derek Atkins <de...@ihtfp.com> >>>> >>>> Date: 06/08/2021 16:26 >>>> >>>> Subject: Re: [GNC] Creating a customer report by location >>>> >>>> I am a freelance translator in the UK with clients all over the >>>> world. In applying for advice and grants from a local >>>> government-run >>>> business support agency they want to know the proportion of my >>>> sales >>>> to local (county) customers, to the wider UK and as “exports”. >>>> >>>> Location by country for me would be sufficient (I don’t yet have any >>>> clients in my actual locality). >>>> >>>> In fact, for my purposes, a custom text field with A, B, C, D or E >>>> would be sufficient. >>>> >>>> I hope this helps and would love it if someone could come up with >>>> something. >>>> >>>> Many thanks for any pointers >>>> >>>> Samantha >>>> >>>> On 6 Aug 2021, at 15:25, Derek Atkins <de...@ihtfp.com> wrote: >>>> >>>> Hi Samantha, >>>> As far as I know, there is no report like that. Indeed, I can't even >>>> think of a way that you could collate customers by location within >>>> GnuCash. Are you thinking by State? By Zip Code? By some other >>>> means? >>>> Once you figure that out, then one could write a routine that sorted >>>> and >>>> collated based on that. But to my knowledge, no such thing exists. >>>> I'm curious what your actual use-case is here? >>>> -derek >>>> On Fri, August 6, 2021 9:11 am, David Carlson wrote: >>>> >>>> No, not unnoticed, but I do not use business features, so I waited >>>> to see >>>> >>>> if a business user would step up. >>>> >>>> GnuCash has no geographical data feature to use for such a report. >>>> You >>>> >>>> would have to somehow manually add appropriate information in a >>>> text >>>> >>>> field, >>>> >>>> but reports generally only have rudimentary sorting on text >>>> fields, >>>> so >>>> >>>> maybe at best you could come up with a manually implemented zip >>>> code >>>> >>>> scheme. >>>> >>>> Short answer, no. >>>> >>>> On Fri, Aug 6, 2021 at 7:43 AM Samantha Payn < >>>> >>>> saman...@boorertranslations.com> wrote: >>>> >>>> Is this not possible, or has this request slipped through >>>> unnoticed? >>>> >>>> Cheers >>>> >>>> On 05/08/2021 14:26 Samantha Payn >>>> >>>> <[1]saman...@boorertranslations.com> >>>> >>>> wrote: >>>> >>>> Can anyone tell me how to set up a report on income by customer >>>> >>>> location, please? >>>> >>>> Many thanks >>>> >>>> Samantha Payn >>>> >>>> _______________________________________________ >>>> >>>> gnucash-user mailing list >>>> >>>> [2]gnucash-user@gnucash.org >>>> >>>> To update your subscription preferences or to unsubscribe: >>>> >>>> [3]https://lists.gnucash.org/mailman/listinfo/gnucash-user >>>> >>>> If you are using Nabble or Gmane, please see >>>> >>>> [4]https://wiki.gnucash.org/wiki/Mailing_Lists for more >>>> information. >>>> >>>> ----- >>>> >>>> Please remember to CC this list on all your replies. >>>> >>>> You can do this by using Reply-To-List or Reply-All. >>>> >>>> References >>>> >>>> 1. mailto:saman...@boorertranslations.com >>>> >>>> 2. mailto:gnucash-user@gnucash.org >>>> >>>> 3. https://lists.gnucash.org/mailman/listinfo/gnucash-user >>>> >>>> 4. https://wiki.gnucash.org/wiki/Mailing_Lists >>>> >>>> _______________________________________________ >>>> >>>> gnucash-user mailing list >>>> >>>> gnucash-user@gnucash.org >>>> >>>> To update your subscription preferences or to unsubscribe: >>>> >>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user >>>> >>>> If you are using Nabble or Gmane, please see >>>> >>>> https://wiki.gnucash.org/wiki/Mailing_Lists for more information. >>>> >>>> ----- >>>> >>>> Please remember to CC this list on all your replies. >>>> >>>> You can do this by using Reply-To-List or Reply-All. >>>> >>>> -- >>>> >>>> David Carlson >>>> >>>> _______________________________________________ >>>> >>>> gnucash-user mailing list >>>> >>>> gnucash-user@gnucash.org >>>> >>>> To update your subscription preferences or to unsubscribe: >>>> >>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user >>>> >>>> If you are using Nabble or Gmane, please see >>>> >>>> https://wiki.gnucash.org/wiki/Mailing_Lists for more information. >>>> >>>> ----- >>>> >>>> Please remember to CC this list on all your replies. >>>> >>>> You can do this by using Reply-To-List or Reply-All. >>>> >>>> -- >>>> Derek Atkins 617-623-3745 >>>> de...@ihtfp.com www.ihtfp.com >>>> Computer and Internet Security Consultant >>>> _______________________________________________ >>>> gnucash-user mailing list >>>> gnucash-user@gnucash.org >>>> To update your subscription preferences or to unsubscribe: >>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user >>>> If you are using Nabble or Gmane, please see >>>> https://wiki.gnucash.org/wiki/Mailing_Lists for more information. >>>> ----- >>>> Please remember to CC this list on all your replies. >>>> You can do this by using Reply-To-List or Reply-All. >>>> >>> _______________________________________________ >>> gnucash-user mailing list >>> gnucash-user@gnucash.org >>> To update your subscription preferences or to unsubscribe: >>> https://lists.gnucash.org/mailman/listinfo/gnucash-user >>> If you are using Nabble or Gmane, please see >>> https://wiki.gnucash.org/wiki/Mailing_Lists for more information. >>> ----- >>> Please remember to CC this list on all your replies. >>> You can do this by using Reply-To-List or Reply-All. >>> >> >> >> -- >> Derek Atkins 617-623-3745 >> de...@ihtfp.com www.ihtfp.com >> Computer and Internet Security Consultant >> >> _______________________________________________ >> gnucash-user mailing list >> gnucash-user@gnucash.org >> To update your subscription preferences or to unsubscribe: >> https://lists.gnucash.org/mailman/listinfo/gnucash-user >> If you are using Nabble or Gmane, please see >> https://wiki.gnucash.org/wiki/Mailing_Lists for more information. >> ----- >> Please remember to CC this list on all your replies. >> You can do this by using Reply-To-List or Reply-All. >> > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. 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