I have a few different reports I'd like to write that I could use a little help with.
I'd like to show the sales per day (sales/profit/Gross Margin) by customer. The problem that I'm having is that in any given day, the same customer may have 2 or more invoices. I'd like my report to show the customer once, and the total for that customer, for that date range.
What is the missing code that will return the customer once, but show the combined invoices for that customer?
Here where I'm at right now, if anyone wouldn't mind putting in their 2 cents worth. Thanks!
=NL("rows=5","Sales Invoice Line","Sell-to Customer No.","Sell-to Customer No.",$D$2,"Shipment Date",$D$3)
Date
Votes
3 comments
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Jet Reports Historic Posts If your function would be in Cell D5, then e.g. E5 could be:
NL ("Sum", "Sales invoice line", "Amount", "Sell-to Customer no.", $D5, "Shipment date", $D$3)
to sum the totale invoice amount for the customer no in D5 for the given date range.
My 2 euro cents… :) -
Jet Reports Historic Posts Thank you! That was very helpful.
Another question. When I retrieve the customers with sales in that date range, they come up many times if they have many invoices in the specified date range.
What would the filter be to have them appear only once, (then sum the invoices for that customer in the date range)?
2 more euro cents?
Thanks! -
Jet Reports Historic Posts I'm not sure I get you right… the function you gave us shows us that you setup a function to retrieve the unique value of sell-to customer no. That looks fine to me. I guess there must be more in your report that gives you multiple instances of customer no.
But I have to hand my 2 euro cents over to someone else. On this side of the pond it's 10PM. Time to go.
Take care,
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