This release provides a new Autoreport to identify clients who have not registered import or export jobs in the last month, but have a history of jobs in the last 12 months. The report lists clients by branch and then total sales value descending. The report is available in CSV and PDF format.
Use Client Code ‘INTERNAL’ to report on all missing clients.
The report shows the Sales Person assigned to the account, a monthly sales value for the past 12 months and the total number of jobs registered in the last 12 months to the report run date.
