I am so not expert in custom reporting, but i need a quick fix right now if anyone can help me.
thanks in advance!
Hi @yhart,
You need to submit your best attempt at the report so other users can assist.
Please refer to forum’s community guidelines for more information.
Hi @Ealfardan,
To be honest I really have no clue yet as to how the custom reports work.
I have been reading many pages in the forum but still couldn’t reproduce what i needed.
i hope someone can help me here.
As per the guidelines, post result, too.
Then why not stick to the standard reports available? If you want a custom report you will need to experiment with it and learn the ins and outs. Show your best attempts, etc.
There is no standard reports to print sales orders. I was looking for one earlier on when I wanted to track orders that have been partially invoiced.
The custom reports only report on financial transactions, as far as I am aware
Sales Orders are not financial transactions
My comment related to the fact that @yhart explained that he has no clue how customs report work. Without putting effort into experimenting and learning to create these then one should consider what essential accounting info one can get reports on and these are like P&L, Balance Sheet and Cash-flow at a minimum and available under reports. So you either dig in or settle for what exists.
The Sales Orders tab is designed for exactly that. @Panashe_Mlambo could you please explain what is that the Sales Orders tab is missing?
Having tried it. I don’t think there’s a way to get all this information from a single Custom Report:
Also, why not simply drill down the Projects tab for this:
@eko i dont think you realized what i need. what i need is a sales order report. can you find it in the currently available report?
As im aware there is no standard reports for sales order, and as you can see above i have tried experimenting with custom reports. (see above my screenshot on my attempt on custom reports).
i just need someone to correct what i’ve been doing wrong. to produce the result that i want.
@Ealfardan thanks for the reply. so basically can’t do it with all that information in 1 page yes.
On the projects, it only shows all the projects summary. Project A, B, C, D, E.
I need:
Project A-
income sources - invoice A, B, C , D, E
cost - payment A, B, C, D, E
Project B, and so on
The Sales Order Tab has the STATUS column but I can not see how much is not yet invoiced. I have to manually calculate the amount that has not yet been invoiced.
This is on Cloud Version 23.1.11.592, there’s a column for Amount and another column for Invoiced:
I remember at one point, Unit Price field was removed from Sales Orders but, thankfully, now it’s back again which means that tracking invoiced amounts against sales orders is now possible.
I did realize what you needed and did not like you to ask us to do the job for you which is against the forum rules. Up till now you did not show the results screen of your “attempt” as requested by @tut. I think that you just want us to do your job hence my response.
i am just merely asking for help here, i don’t see why do you have to be so critic about it.
I did some work myself. i don’t think result screen of the “attempt” is what you’re after anyways.
Oh well, let’s agree to end the argue here.
@Ealfardan i had this too. copying to clipboard should do the job, but with the currency on, the spreadsheet couldn’t detect the numbers.
On the contrary, @yhart, @eko was completely correct to ask for the result of your attempt. Telling forum members via a post what you want in vague terms without engaging in the process yourself is, indeed, asking others to do your own work. That is why the forum rule exists:
“If your question is related to custom themes or custom reports, always post the code or report definition you have developed and the results it produces.”
@Tut i perfectly understood and don’t mind you or him asking for the results of the attempt part. i haven’t posted the result yet because it will expose my company data.
But as you can see i was being criticized way before he asked for the results though.
But anyways let’s agree to stop here.
A reasonable concern.
The simplest solution to which is create a test business with dummy data then use that to post illustrations on the forum.
A test business can be created from scratch with just a few illustrative transactions (which often makes the reports easier to understand/ debug).
Alternatively you can backup your real business, re import it, rename it, batch delete confidential data, then use the residual as a test business for posting examples.
