Reporting - By Contact Group
Cost analysis by group type, e.g. we have a group for DD suppliers. It would be useful to analyse how much we spend by group over a set period. We are looking at setting up other groups soon so this would be very helpful.
Kerry Ellis
shared this idea
Thanks for your idea here, Kerry. Can I ask if there's a speciufic report you'd like to be able to run by Contact group?
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Katharine Grant
commented
I want to group my contacts and then see what I owe them month by month. But how?! Can't be that hard surely... Maybe I'm missing something!
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Debbie Bradley
commented
Would like to track receipts (and payments) a "group" make - paid/ received via bank only - ie not invoiced.
This is a customer led deposit at will - and while I can do this for each individual client - running by "Group" of contact ensures no-one is missed in large numbers of monthly receipts.