Client Sales Report


Report Parameters:

  • ClientId: By default this report runs for all clients, but could be amended to run directly from a client, reports tab to only display the selected client’s details.

This report has been designed to display client number and account name along with their current outstanding balance, current month, last month current year and last year’s spend.

This report looks at MYOB Exo’s DR_ACCS table meaning it is looking at MYOB Exo debtor account balances.

Note: This report has been designed in the inbuilt TimeTrak Report Designer (not built into the website) meaning once the report parameters have been submitted there is the ability to print the report as well as export the report to another file type including an Excel spreadsheet.

This report is not enabled by default, but available to be imported in the TimeTrak Administrator Console as per below:

Reports designed in the inbuilt TimeTrak report designer can be customised to meet your requirements – you can discuss this with the TimeTrak support team:

These reports can also be setup as scheduled events and emailed to specified email addresses on a scheduled basis as per below:

View a sample report here.