Risk level indicates if a customer who previously ordered frequently has not ordered recently.
Please download the export from Sage (see below reports accepted) for the last year, re-save as a CSV and if there's an information row at the top above the column names, please remove that first row so that the first row remaining contains the column headers.
Exported report: Invoices And Credits By Customer (Detailed) Transactions Report Used for column headings
Exported range: 6 months 1 year 2 years 3 years All time This is used in the risk level calculation
Select CSV file: