Hi Tim Long,
1. You can use standard report (Sales analysis report) which gives you all information except customer creation date. There is multiple option to get total from invoice, orders and delivery.
2. Still need a query, try this query (same as sales analysis report based on invoice and credit memo, included with BP creation date).
SELECT T0.[CardCode], T0.[CardName], T3.SlpName, T0.[CreateDate], MIN(T1.[DocDate]) AS 'First Order', t2.Total AS '12 Month Total'
FROM OCRD T0
INNER JOIN OINV T1
ON T0.CardCode = T1.CardCode
INNER JOIN (Select sum(Tb.[LineTotal]) - sum(Tc.[LineTotal]) as total, ta.cardcode FROM OINV Ta INNER JOIN INV1 Tb ON Ta.DocEntry = Tb.DocEntry left join RIN1 Tc on Tc.[BaseEntry] = ta.docentry and Tc.[BaseLine] = Tb.[LineNum] left JOIN ORIN Td ON Tc.DocEntry = Td.DocEntry WHERE year(ta.DocDate) = 2012 GROUP BY ta.CardCode) t2
ON T0.CardCode=T2.CardCode
INNER JOIN OSLP T3
ON T0.SlpCode=t3.SlpCode
WHERE CardType ='C'
GROUP BY T0.CardCode, T0.CardName,T3.SlpName, T0.[CreateDate], T2.Total
Hope helpful.
Thanks & Regards,
Nagarajan