# Dynamically select top 20 customers

**URL:** <https://pug.phocassoftware.com/t/dynamically-select-top-20-customers/1034>\
**Category:** Product Ideas\
**Created:** [May 24, 2019, 3:26am UTC](https://pug.phocassoftware.com/t/dynamically-select-top-20-customers/1034 "2019-05-24T03:26:16Z")\
**Posts on this page:** 10\
**Page:** 1

<div class="post-metadata">

**Author:** ![DBragg](https://avatars.discourse-cdn.com/v4/letter/d/8edcca/32.png) [@DBragg](https://pug.phocassoftware.com/u/DBragg)\
**Post date:** [May 24, 2019, 3:26am UTC](https://pug.phocassoftware.com/t/dynamically-select-top-20-customers/1034/1 "2019-05-24T03:26:16Z")

</div>

I’m trying to create a report that will automatically select the top 20 customers based on sales FYTD. Since it will be a report updated on ongoing bases, I would like the favourite to always select the top 20 customers, instead of having to sort it by sales FYTD and then manually focusing on the top 20. Does anyone know a way to set this up?

---

<div class="post-metadata">

**Author:** ![aaron.roma](https://sea1.discourse-cdn.com/flex015/user_avatar/pug.phocassoftware.com/aaron.roma/32/285_2.png) [@aaron.roma](https://pug.phocassoftware.com/u/aaron.roma)\
**Post date:** [May 24, 2019, 1:34pm UTC](https://pug.phocassoftware.com/t/dynamically-select-top-20-customers/1034/2 "2019-05-24T13:34:09Z")

</div>

Unless there’s something I’m not aware of, I don’t think there’s anyway of limiting the rows on a favorite. If you save the favorite after sorting it by FYTD sales, it will always be in order, so you can always let it list out all the customers, and just ignore all but the top 20.

Now, that being said, you CAN limit the rows on a dashboard widget. So if you add the favorite as a widget a dashboard, you can limit to the Top X rows or bottom X rows. So you can fake it a bit by having a dashboard with this as the only widget. The only drawback there is, you’ll lose the ability to subscribe to it, if that is important.

---

<div class="post-metadata">

**Author:** ![DBragg](https://avatars.discourse-cdn.com/v4/letter/d/8edcca/32.png) [@DBragg](https://pug.phocassoftware.com/u/DBragg)\
**Post date:** [May 26, 2019, 10:35pm UTC](https://pug.phocassoftware.com/t/dynamically-select-top-20-customers/1034/3 "2019-05-26T22:35:25Z")

</div>

Thanks for the suggestion aaron.roma. Ideally I wanted to have a favourite so that I could subscribe the user to the report, but might have to consider your dashboard workaround instead.

---

<div class="post-metadata">

**Author:** ![StuartH](https://sea1.discourse-cdn.com/flex015/user_avatar/pug.phocassoftware.com/stuarth/32/394_2.png) [@StuartH](https://pug.phocassoftware.com/u/StuartH)\
**Post date:** [May 30, 2019, 7:41am UTC](https://pug.phocassoftware.com/t/dynamically-select-top-20-customers/1034/4 "2019-05-30T07:41:25Z")

</div>

I’m surprised this hasn’t been added before, Top 10 lists are quite common in reporting.

And limiting by value isn’t always an option. Needs to be an option added to the Advanced Search - code would need to sort by the column data column (descending for Top and ascending for Bottom) then filter for a number of rows. Presume this would be normally used via the right click menu though.

---

<div class="post-metadata">

**Author:** ![DBragg](https://avatars.discourse-cdn.com/v4/letter/d/8edcca/32.png) [@DBragg](https://pug.phocassoftware.com/u/DBragg)\
**Post date:** [May 30, 2019, 10:28pm UTC](https://pug.phocassoftware.com/t/dynamically-select-top-20-customers/1034/5 "2019-05-30T22:28:08Z")

</div>

Moved the topic to product suggestions since it is not a feature of Phocas yet.

---

<div class="post-metadata">

**Author:** ![anon33838874](https://avatars.discourse-cdn.com/v4/letter/a/8c91f0/32.png) [@anon33838874](https://pug.phocassoftware.com/u/anon33838874)\
**Post date:** [June 5, 2019, 5:46am UTC](https://pug.phocassoftware.com/t/dynamically-select-top-20-customers/1034/6 "2019-06-05T05:46:42Z")

</div>

Hi @DBragg. I’ve logged this as a product suggestion. As @aaron.roma has commented we already provide this functionality in dashboards, just not in favourites. We’re going to be working in the area so we may take a look at the feasibility of adding this in.

---

<div class="post-metadata">

**Author:** ![jimmueller](https://avatars.discourse-cdn.com/v4/letter/j/a88e4f/32.png) [@jimmueller](https://pug.phocassoftware.com/u/jimmueller)\
**Post date:** [January 28, 2020, 12:20pm UTC](https://pug.phocassoftware.com/t/dynamically-select-top-20-customers/1034/7 "2020-01-28T12:20:52Z")

</div>

Has this been resolved? Was just wanting to do the same thing where we get a daily email with the previous days top 20 invoiced customers.

Thanks,

---

<div class="post-metadata">

**Author:** ![pete.mcfadden](https://sea1.discourse-cdn.com/flex015/user_avatar/pug.phocassoftware.com/pete.mcfadden/32/1500_2.png) [@pete.mcfadden](https://pug.phocassoftware.com/u/pete.mcfadden)\
**Post date:** [May 29, 2026, 12:17am UTC](https://pug.phocassoftware.com/t/dynamically-select-top-20-customers/1034/8 "2026-05-29T00:17:50Z")

</div>

Cleaning up a few topics here so closing the loop here - this is possible and instructions are here [Manage dashboards | Basics | User documentation](https://docs.phocassoftware.com/basics/dashboards/manage-dashboards).

---

<div class="post-metadata">

**Author:** ![JonKemp](https://sea1.discourse-cdn.com/flex015/user_avatar/pug.phocassoftware.com/jonkemp/32/334_2.png) [@JonKemp](https://pug.phocassoftware.com/u/JonKemp)\
**Post date:** [June 23, 2026, 12:31pm UTC](https://pug.phocassoftware.com/t/dynamically-select-top-20-customers/1034/9 "2026-06-23T12:31:09Z")

</div>

HI @pete.mcfadden ,

This relates to favourites and dont believe we can limit to top X rows, you can on dashboards you arereferencing, but the request was with favourites I believe. Thefore still outstanding.

Thanks,

Jon

---

<div class="post-metadata">

**Author:** ![pete.mcfadden](https://sea1.discourse-cdn.com/flex015/user_avatar/pug.phocassoftware.com/pete.mcfadden/32/1500_2.png) [@pete.mcfadden](https://pug.phocassoftware.com/u/pete.mcfadden)\
**Post date:** [June 24, 2026, 2:14am UTC](https://pug.phocassoftware.com/t/dynamically-select-top-20-customers/1034/10 "2026-06-24T02:14:20Z")

</div>

Hi Jon, I thought people might find it useful to know its possible through dashboards in case they are looking for such a solution. However, this feature is coming into Flex Modes very soon and the product team can give you early access if you want to try it out?

Thanks  
Pete
