Customer Ranking Report

In this article:

• Brief Description  
• Use Cases 
• Finding and Using the Report
• Available Filters
• Report Output

Brief Description  

The Customer Ranking Reports displays a list of customers/clients and their value to the business over a defined period.  It can be used to rank customers based on total invoiced amount or it can take into account customer expenses by ranking customers based on profit margin. 

Use Cases 

This report is useful to see which of your customers are bringing in the most value to your business. This report is useful to see which of your customers are bringing in the most value to your business. This report is useful to see which of your customers are bringing in the most value to your business.

Additionally, information about your top 5-10 clients can often be requested on Professional Indemnity Insurance applications, and this report can provide details of the fees split per client, showing you aren't overly reliant on one source of fees or how susceptible you may be to external influences. 

Finding and Using the Report

• In Actionstep, go to Reports > Accounting Reports > Sales.

Then, refer to these articles for help generating and saving reports for future use:

• Reporting Overview
• Generating a Report
• Saving a Report Configuration

Available Filters

• For / To Period: Enter the date range that determines which information displays on the report. This option refers to AR date of invoices:  
  • All historic data: Sets range from January 1st, 2000 to the current date. 
  • Last calendar month: Displays data for the previous month. 
  • Last calendar quarter: Displays data for last calendar quarter.  
  • Financial year to date: Displays data from the start of the financial year to the current date. This option respects the financial year start date defined in Accounting Preferences. 
• Show Customers: Choose the most profitable customers you want included in the report.  
• Show customers selection box: If you do not select an option from the Show Customers drop-down list, you can instead select specific customers you want included in the report. 
• Type: Choose the metric by which customers are ranked:  
  • Based on total invoiced $: Ranks customer Value to business on total amount billed. 
  • Based on margin $: Ranks customer Value to business totals by total fees billed minus expenses. 
• Total value: Choose whether an additional column for the "customer total to date" is displayed on the report. 
• Comparison: Choose to include an additional column on report to display the customer value for the prior year in the same date range. The prior year is the year previous the report setting year. 

Report Output

Generating this report automatically creates and PDF and saves it to your computer.

All figures on the Customer Ranking table exclude tax.  

• Customer name: Shows the name of the customer. All data in the row is attributed to that customer. 
• Value to business: Depending upon the Type filter selection, shows the total invoiced amount or total fees minus expenses. 
• Comparison period: Displays amounts based on the same behavior as the Value to Business column for the year prior.
• Total to date: Depending upon type, displays the same behavior as Value to Business column but for a date range from the first invoice in the system to today's date 

The Filter Summary displays the configuration options of the report. These provide context for the figures on the report. 

• Generated: Shows the timestamp of the date and time the report was generated. 
• For Period: Shows the date range for which items with are displayed on the report. 
• Selection: Displays the number of customers selected to be displayed on the report. If specific customers are selected, their names are displayed. 
• Type: Shows whether the customer ranking is based on total invoiced $ or total margin $. 
• Comparison period: Displays the comparison period date range. 
• Currency: Shows which currency the report has been run for.