Top Customers


To create a list of your top 100 customers:

  1. Click Reports > Customers > Lists > Top 'N'.
  2. In the Top 'N' field, enter 100.
  3. For Sale Date, decide whether you want to base this on a range, like last three years, or if you want all-time set this to All Dates.
  4. Click OK to generate the report.
  5. In the report toolbar at the top, click the icon of the person.  This will open the Pick a Group / Mailing List window.
  6. Create a new group for these customers now or select an existing group to add them to it.
NOTE:  Any report that includes customers will give you the ability to easily put those customers on a Group / Mailing List.
Updated on Tue, 17 Jun 2025 by Dominick Mastri

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