Customer List With Last Invoice Date, Amount

MindyMcCasland — Mon, 21 Apr 2014 22:09:01 GMT

Hi All,

I am new to Method and trying to use the report designer to create a customer list that shows the customers last invoice date and amount. I can create a customer list and display their invoice history , but I am trying to determine a way to just show the last invoice. I can't do this by date filters because that wouldn't guarantee that I am seeing the last transaction - some of our customers order every other week, others just once or twice a year.

We want to use this report to determine when to follow up with existing customers for reorders. So once I have a working report, we could then filter it to show all the customers whose last order was 3 months ago, etc.

Any help or wacky ideas are much appreciated.

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Customer List With Last Invoice Date, Amount