Help with Report

1

Im trying to create a sales report that shows total monthly sales figures rather than day by day. Below is what I have tried, but have been unsucsessful in creating any monthly totals. Maybe this is not possible.
Any help would be appreciated.

manager_report
manager_report715×785 37.7 KB

Using version 22.8.9
Many thanks
Grandpa

2

That’s not possible at the moment without using a custom field to capture the month.

3

Hi, Thanks for that I did wonder whether it was possible using a custom field to capture the month is a little beyond my abilities.
Many thanks Grandpa

4

That would be too laborious to be useful.

I would personally settle for the report you got and feed it into a pivot table.

It would be nice though to have date filters for months and years but I’m not sure about technical feasibility. I wonder what @lubos would think of this.

5

Hi, Thanks for that. I agree.

6

If you only need the monthly total of the Sales account you could set up a P&L report like this.

image
image975×862 144 KB

7

Hi there,

Thanks for that. Will try it.

Cheers
Grandpa