I am trying to find a report that will allow me to pull sales data from a specific date range based on the order type (Club) and by specific contact type. I saw in another post to use Lifetime Value but that does not allow for pulling out specific order types. I need specifically both options together.
There isn’t a report that has order info and contact types together. We make pretty extensive use of contact types, and have tried all the possible internal workaround.
Your best bet is to pull your sales report, then pull contact types, and put them together in Excel manually, using Customer Number as the match criteria.