Report clients who spent the most with the firm (Top Clients by ...)

Created by Dan Trevarthen, Modified on Tue, 9 Jul at 11:16 AM by Laura Gannon-Berg

Q:  Need a report of the clients who have spent the most money with us over the last 12 months. 

A:  REPORTS -> CONTACT -> LEDGER, Choose from the list of reports with the name: “Top Clients by total.....” there are several reports in the list.

 

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