Custom Reporting Assistance

[Y07yoyo]

Hi,

I am trying to create a custom report to check how much income I am getting per month. This is for a booking system.

My Current Report I have created is this:

All this is correct. However for Booking.com bookings, I also want to show the Commission amount which isnt on the sales invoice but will be on the purchase invoice for that month. How do I go about adding the value from the purchase invoices and filtered only for supplier == booking.com to get my total revenue for the month?

Reason I have a custom field is because I want to know the actual revenue per month of bookings as some bookings can be made for a different month so the profit and loss account does not show the true revenue per month.

Thanks in advance

[Y07yoyo]

Output of the existing Report is:

Names removed for confidentiality purposes

[lubos]

There is now new implementation of custom reports. See:

Renamed "Advanced Search" to "Custom Reports" and making the feature look report-like

It took a while to get to this point but new custom reports are now in the latest version (24.2.23) You can now turn your data within any tab into a custom report. The first change is that Advanced Search button has been renamed to Custom Reports. [image] When you create New Custom Report, the form will look similar to this: [image] You can select columns which you’d like to see on your custom report. Apply filters using Where option, sort your results using Order by and optionally if you…

So have a look at that. In your case, you probably want to create custom report directly under Sales Invoices tab. Much easier to work with.