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Stuck on summary of sales by salesrep

Jet Reports Historic Posts

July 10, 2013 19:09

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I'm trying get a report going where it is grouped by salesperson/purchaser and displays the total amount of sales and the total cost of those sales without generating a bunch of rows for each order and hiding them.. I tried linking the sales header and sales line but I can't do that because the salesperson code isn't on the sales line table.. can anyone please point me in the right direction I'm loosing my mind!!

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4 comments

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  Jet Reports Historic Posts July 10, 2013 20:41

  You could create a report that [using the NL("Rows") function] lists the salesperson code and then us the NL("Sum") function to total a field based on that code.
  
  For example:
  
  C5: =NL("Rows","Salesperson/Purchaser","Code")
  D5: =NL("Sum","Cust. Ledger Entry","Amount","Salesperson Code",C5)
  
  -HP

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  Jet Reports Historic Posts July 15, 2013 20:17

  I'm very confused still..
  
  I just want a total sales and cost report by salesrep lol, I don't understand why it is so difficult? Yeah the cust. ledger entry would get the amount but how do I get the cost, posted invoices etc..
  
  I've tried using tables but it doesn't work no matter what table I start with. There is always a missing link between something.. if I start at Sales Header and try to list Sales Lines it only takes the amounts for the first line and doesn't even multiply it by the quantity so the numbers are way off. If I try to start at the sales line I can't filter out just what I need because what I need to filter from is the sales header but the filters don't work when I set them there after the linking.
  
  Can someone please help!!

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  Jet Reports Historic Posts July 15, 2013 20:35

  Hi,
  
  Possibly if you upload your report and describe the problem, it would be easier to help you. Have you attended a Jet training class? It sounds like it might help a lot to get some professional level training as well.
  
  Regards,
  Hughes

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  Jet Reports Historic Posts July 15, 2013 21:50

  Ok, here is the report I'm working with. All the numbers are completely incorrect because it is just taking the first sales line found on the order and using that for the Amount and Cost columns.. I want a TOTAL for that order of Sales and Cost.
  
  I took one training class but the guy didn't cover things like this

  • Sales_Bookings_Report_7-9-13-US.xlsx