Reporting Contact Cards by Last Transaction Date

Article ID: 2025235                        Last updated: 2 July 2018

 

There might be occasions when you wish to view your contact cards by the date that they last did business with you.

Starting with AccountEdge 2018, the Card List reports allow you to:

  • filter your contacts by their last transaction date
  • add fields to your report to display their last invoice or payment dates

 

These two functions can be used together or separately.

Card List Summary Filtered by Last Transaction Date

Card List Reports

In the example above, we have selected to display all customers with Last Transactions Dated Before 1 January 2015. 

Reporting Last Transaction Dates

The Card List reports also allow you to use the Report Fields tab to add and display the last sale, purchase or payment dates:

Card List Report Fields

 

  

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