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customer not ordered in "n" days

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    customer not ordered in "n" days

    Hi all,
    I am trying trial version of QRB. I am a newbie and can need step by step guidance in getting customer not ordered in "n" days report. It is mention all over the net but no one has explained how. Please rember I am a newbie and need to know every step.
    If someone already has a similar report and can send me the report definition by email I will appriciate it.
    Regards,
    Arif

    #2
    Re: customer not ordered in "n" days

    Arif

    Sorry about the delay.

    I did notice that the report is not written correctly, so I re-wrote it and have attached it.

    The key components to making it work is to have the set definition properly defined and the record selection to find Customers without invoices and Customers with invoices older than 30 days.

    So here is the select statement that is part of the attached report.

    Invoice->Txnid="".OR.Invoice->Txndate<date()-30

    Unzip this file and import into QRB.

    Test it with your data and see if this makes sense.
    Al Buchholz
    Bookwood Systems, LTD
    Weekly QReportBuilder Webinars Thursday 1 pm CST

    Occam's Razor - KISS
    Normalize till it hurts - De-normalize till it works.
    Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
    When we triage a problem it is much easier to read sample systems than to read a mind.
    "Make it as simple as possible, but not simpler."
    Albert Einstein

    http://www.iadn.com/images/media/iadn_member.png

    Comment


      #3
      Re: customer not ordered in &quot;n&quot; days

      Hi,
      When I import I get following message:

      1. In a5qrb_genericFunction(): Variable "a5_qrb_import_report" not found.
      2. Where do I type Invoice->Txnid="".OR.Invoice->Txndate<date()-30

      Please walk me thru.
      Regards,
      Arif

      Comment


        #4
        Re: customer not ordered in &quot;n&quot; days

        Originally posted by arif View Post
        Hi,
        When I import I get following message:

        1. In a5qrb_genericFunction(): Variable "a5_qrb_import_report" not found.
        2. Where do I type Invoice->Txnid="".OR.Invoice->Txndate<date()-30

        Please walk me thru.
        Regards,
        Arif
        1. Ignore the message, it is a known occurrence of no consequence.

        2. The imported report already has the record selection statement in it.

        You will be able to run the report immediately after importing.
        Al Buchholz
        Bookwood Systems, LTD
        Weekly QReportBuilder Webinars Thursday 1 pm CST

        Occam's Razor - KISS
        Normalize till it hurts - De-normalize till it works.
        Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
        When we triage a problem it is much easier to read sample systems than to read a mind.
        "Make it as simple as possible, but not simpler."
        Albert Einstein

        http://www.iadn.com/images/media/iadn_member.png

        Comment


          #5
          Re: customer not ordered in &quot;n&quot; days

          If I want to change 30 days to 90 days how do I do it. Please explain step by step. I do not not where and how to change 30 to 90 days.
          Thanks in advance

          Comment


            #6
            Re: customer not ordered in &quot;n&quot; days

            Hi Al,
            1. I was finally able to run your file but, it even picks up customers who ordered a day ago. I do not think filter is getting applied properly.

            2. After you show me how number 1 above works, can you show me how can I get customers who have not ordered in more than 90,180 and never. I know there another report in Qreportbuilder which has customers with zero invoice but that one too generates a list of customers which includes all customers, including ones who ordered like yesterday.

            Thanks & regards,
            Arif

            Comment


              #7
              Re: customer not ordered in &quot;n&quot; days

              Arif

              Something still isn't right.. The report should be working...

              You can check the filter by editing the report and using the menu bar: report, report selection and look at the filter.

              Filtering is controlled by the options show in this image..

              Have you found the tutorials helpful on the QReportBuilder site?

              Hope that helps.

              Later: By the way, do you want to see customers that have never been invoiced or just the customers that have been invoiced, but not within the last 30,60,90,X days?
              You may want to stop by on the Thursday webinar...
              Last edited by Al Buchholz; 04-26-2008, 03:25 PM.
              Al Buchholz
              Bookwood Systems, LTD
              Weekly QReportBuilder Webinars Thursday 1 pm CST

              Occam's Razor - KISS
              Normalize till it hurts - De-normalize till it works.
              Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
              When we triage a problem it is much easier to read sample systems than to read a mind.
              "Make it as simple as possible, but not simpler."
              Albert Einstein

              http://www.iadn.com/images/media/iadn_member.png

              Comment


                #8
                Re: customer not ordered in &quot;n&quot; days

                I have tried using this to try to get a list of customers who have not ordered in the last 30 days or never, but also get some customers that have ordered within the last 30 days. Did you ever come to a conclusion on why this happens?

                Comment


                  #9
                  Re: customer not ordered in &quot;n&quot; days

                  Linda,
                  Try this report which I created in place of the sample provided by QRB....this is the one that most likely will be placed on the website later....There is a script you have to import as well....this report is not as simple as it seems on the surface.


                  Mike
                  __________________________________________
                  It is only when we forget all our learning that we begin to know.
                  It's not what you look at that matters, it's what you see.
                  Henry David Thoreau
                  __________________________________________



                  Comment


                    #10
                    Re: customer not ordered in &quot;n&quot; days

                    How do I run this with my data?

                    Comment


                      #11
                      Re: customer not ordered in &quot;n&quot; days

                      Got it Mike...had to change the customfields to match my customfields.

                      Thanks so much...I have be struggling with this one for a while.

                      Comment


                        #12
                        Re: customer not ordered in &quot;n&quot; days

                        Linda,
                        Sorry for not responding till now.....Glad you have it working. As this "version" of this report has not been thoroughly tested, I would like feedback as to whether it does do as it is supposed to even with your apparent custom field modifications you had to make.
                        Mike
                        __________________________________________
                        It is only when we forget all our learning that we begin to know.
                        It's not what you look at that matters, it's what you see.
                        Henry David Thoreau
                        __________________________________________



                        Comment


                          #13
                          Re: customer not ordered in &quot;n&quot; days

                          Mike,

                          I just finished a refresh of my data. Ran the script. It is not working. Still picking up accounts at random that have ordered 2 weeks ago, 2 days ago, etc. I ran the script yesterday and ran across this...it seemed that where there had been recent account maintenance (ie., an address change, a contact name change, etc.) it was picking the account up, hence the reason I refreshed the data. I will try another refresh tonight and check it again tomorrow.

                          Thanks, Linda

                          Comment


                            #14
                            Re: customer not ordered in &quot;n&quot; days

                            Linda,
                            You stated that you ran the script so I am stating that it is necessary to do so for other's benefit.

                            The script first runs a Subtraction operation which uses the TxnDate field for limiting the dates to within the last 30 days....if another date field is wanted to be used in determining this then the script would have to be changed accordingly. After the operation is completed, the script runs the "No_Invoices_Past_30_Days" report.

                            If all of the above has been accounted for in what you have done, then perhaps a sample attached here would be the next step.....or maybe come to the free Thursday webinar where we can see exactly what is taking place (the link below my signature).
                            Mike
                            __________________________________________
                            It is only when we forget all our learning that we begin to know.
                            It's not what you look at that matters, it's what you see.
                            Henry David Thoreau
                            __________________________________________



                            Comment


                              #15
                              Re: customer not ordered in &quot;n&quot; days

                              Good Morning Mike,

                              The refresh did not work. About 71% of the way in...it is asking for a date parameter. The parameter shows from the inception date (08/01/2008, when we first started) through 12/31/2008? I have run this before with no problem. Why now? Since I have to run this overnight (takes a long time and slows everyone down), is there a way to set the date parameters prior to starting the refresh?

                              Thanks, Linda

                              Comment

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