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How to get a list customers who have been sold to in a period of time and their contact details.

The purpose of this guide is to show you how to get a list customers who have been sold to in a period of time and their contact details.

  • Go to Debtor Master File - Queries Tab

  • Drop down to select the 'Transactions' Query

Debtor_Transactions_in_a_Date_Range.png

  • Select the Filter icon for Date range - Enter the date period you would like to see and OK

Debtor_Transactions_in_a_Date_Range_filter.png

  • Click the little save icon to export it to excel

Debtor_Transactions_in_a_Date_Range_export.png

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