Overview
This article describes how to generate a "BEST Customers" internal report for a number of years in a side by side comparison format.
Information
For the time being, this report is not readily available in Everest. However, it can be generated by the following steps:
-
Run the following query either by using the Advanced Query Builder or by using SQL Server Management Studio:
SELECT
i.cust_code, c.name,
year(order_date) AS yr,
sum(inv_amount) AS amt
FROM
invoices i WITH (nolock)
INNER JOIN cust c WITH (NOLOCK) ON (i.cust_Code = c.cust_code)
WHERE
status = 9
and year(order_Date) >= {start_year}
and year(order_Date) <= {end_year}
GROUP BY
i.cust_code, c.name,
year(order_date)This query will allow you to retrieve the needed data. Replace the following tokens with the appropriate values for your use case:
{start_year}
- the start year for the report{end_year}
- the end year for the report
- Copy this data and paste it into an Excel Spreadsheet
- Use Excel to create a PivotTable, to analyze the data.
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