Several Classic Custom Fields reporting

[MB89]

We are using the cloud version, and we have set several classic custom fields for inventory items, and customers such as brand and sales person etc…
We can report sales total by each classic custom field separately without any problem, but the problem is that we need to get the report with several custom fields in the same time. For example, In this case we need to get the sales amount per brand for each salesperson (or per sales person for each brand).

If we could get this report it would be very helpful. Thanks
PS: i have searched for similar topics but did not find, apologies if there was any.

[lubos]

Have look at this just released feature:

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…

You can now create new custom reports within tabs and this also supports Group by by multiple columns at once.

[Mabaega]

@MB89

per sales person for each brand

@lubos

You can now create new custom reports within tabs and this also supports Group by by multiple columns at once.

This works if one sales invoice contains the same brand. In reality, one invoice usually consists of various brands.

[lubos]

In that case you’d make a custom report out of sales invoice lines. Not sales invoices.

Under Sales Invoices tab, there is Sales Invoices - Lines button which will take you to screen showing lines across all sales invoices.

Then create custom report out of data on this screen.

[Mabaega]

@lubos

Under Sales Invoices tab, there is Sales Invoices - Lines button which will take you to screen showing lines across all sales invoices.

Yupz, this works, thanks for this feature

[MB89]

Thanks Lubos for the swift reply, and thanks for adding this feature which is very useful in different cases.
however i was not able to use it for my purpose, as we need the custom fields we need to filter are in customers and in inventory items. So in our case i could filter or group according neither to BRAND nor to Sales Person.

Brand is custom field in (inventory items)
Sales Person is a custom field in (Customer)

[lubos]

@MB89 I understand what you mean. I don’t have a solution for this yet but it is on my radar as that will extend abilities of custom reports much further.