We want to run a report on our top 20 customers of the year based upon spend. I'm in reports and customer director and feel like I'm missing it. Does anyone know how to run a report with that information? I remember getting an email at the end of year from Square that told us our best customer.. any ideas?
@DinaLRosenberg You can go to the customer directory ---> (top right) Filters -----> filter by total spend and you can set the parameters there to figure out your top 20.
I think this will get you to where you can find what you need.
@DinaLRosenberg You can go to the customer directory ---> (top right) Filters -----> filter by total spend and you can set the parameters there to figure out your top 20.
I think this will get you to where you can find what you need.
This was exactly what I needed thank you so much 🙂
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