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Invoiced by Month - How can I create this report?

  
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Subject Author Date
Invoiced by Month - How can I create this report? L 05-25-2007
Posted by L on May 25, 2007, 10:27 am
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 I would like to see a listing of how much we have billed (invoices/sales
receipts), with a breakdown of month - or even week. What I want is very
similar to the A/R aging report, with the ability to report on specific
intervals.

I have tried modifying the aging report to include all sales transactions,
not just the 'open' ones, but I am not getting the results I would like
because the aging report gives 'open balances' - not the balances before
payments. I can 'drill down' and show the balance totals, but that requires
creating multiple reports. And, really, I only want the sum total, I don't
need the individual customer detail.

I've been equally unsuccessful with modifying the 'profit and loss'
comparison report.

What I want is relatively simple. A sum total of what was invoiced per
specified period (month/week/etc.)

Can anyone help me generate such a report?



Posted by Meyer1228 on May 29, 2007, 9:50 am
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 You really want a sales report, not an a/r report.

> I would like to see a listing of how much we have billed (invoices/sales
> receipts), with a breakdown of month - or even week. What I want is very
> similar to the A/R aging report, with the ability to report on specific
> intervals.
>
> I have tried modifying the aging report to include all sales transactions,
> not just the 'open' ones, but I am not getting the results I would like
> because the aging report gives 'open balances' - not the balances before
> payments. I can 'drill down' and show the balance totals, but that
requires
> creating multiple reports. And, really, I only want the sum total, I don't
> need the individual customer detail.
>
> I've been equally unsuccessful with modifying the 'profit and loss'
> comparison report.
>
> What I want is relatively simple. A sum total of what was invoiced per
> specified period (month/week/etc.)
>
> Can anyone help me generate such a report?
>
>



Posted by L on May 29, 2007, 12:11 pm
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> You really want a sales report, not an a/r report.
>
True.
But there are no sales reports that report on intervals in a similar fashion
as the A/R aging report.

I can do a sales by rep summary (since I don't have sales reps) and grab a
current month vs. last period - or even a year to date vs last period,
but... damn.. it would be nice to be able to see at one glance how much I
bill each month.

What I am asking is a way to get what I want from the software I have -
whether it be an imported report, a 3rd party add-on, or whatever.



Posted by N Owen on May 29, 2007, 12:36 pm
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On Tue, 29 May 2007 12:11:56 -0400, "L"

>> You really want a sales report, not an a/r report.
>>
>True.
>But there are no sales reports that report on intervals in a similar fashion
>as the A/R aging report.
>
>I can do a sales by rep summary (since I don't have sales reps) and grab a
>current month vs. last period - or even a year to date vs last period,
>but... damn.. it would be nice to be able to see at one glance how much I
>bill each month.
>
>What I am asking is a way to get what I want from the software I have -
>whether it be an imported report, a 3rd party add-on, or whatever.
>
>
Start with a custom transaction report. Under data filters accounts, select
"all accounts receivable accounts". Then under transaction type, select
invoices & sales orders. This should give you what you need. take out the
columns you don't need, rename report & memorize it.
N Owen



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Posted by Allan Martin on May 29, 2007, 12:55 pm
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>> You really want a sales report, not an a/r report.
>>
> True.
> But there are no sales reports that report on intervals in a similar
> fashion as the A/R aging report.
>
> I can do a sales by rep summary (since I don't have sales reps) and grab a
> current month vs. last period - or even a year to date vs last period,
> but... damn.. it would be nice to be able to see at one glance how much I
> bill each month.
>
> What I am asking is a way to get what I want from the software I have -
> whether it be an imported report, a 3rd party add-on, or whatever.

Print a profit and loss standard report and disply columns by month.



>



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