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Monthly Report for Customer Revenue
I built a pretty simple report for our marketing team which shows all of our customers who have spent over $5K in the past 12 months. These customers are going into a specific marketing program they are running.
The tricky part (for me at least) is that they want this report every month, but they only want the report to show new additions to this list. So if Customer A spent $2500 in January and another $3000 in March, they'd show up on the March report as having reached that $5000 plateau in the past 12 months. Unfortunately they'd also continue to show up every month, which is not what we want.
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