The Client Yearly report shows each client's order totals year by year across recent years, so you can see who your best customers are and how they trend over time.
Where to Find It
Reports → Client Reports → Client Yearly
What This Report Shows
Client name, company, city, and state
The account manager and salesperson
Order count and yearly totals across the current and recent years
Filters You Can Apply
Event type
Group by contact — break totals out by individual contact within a client
Location — if your company has more than one location, you can limit results to specific locations. (Single-location accounts won't see this filter.)
⚠️ What This Report Already Filters Out
Note how this report behaves:
It always compares the most recent years rather than a custom date range you set.
Only active clients and confirmed orders are included. Quotes are excluded.
Cancelled orders and order templates are excluded.
Exporting
You can export the report to Excel, CSV, or PDF. Larger reports are generated in the background — you'll be notified when the file is ready to download.
Need Help?
If you have questions about the Client Yearly report, contact us at [email protected].