Sunday, July 14, 2019

Report for Revenue and COGS from Item Fulfillment and Invoices Created from Sales Orders

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Choose Transaction
3. Modify the Search title
4. On the Criteria tab > Standard subtab > set the following Filters:
    > Account Type is any of Cost of Goods Sold, Income
    > Posting is True
    > Created From fields...Date = set the date
    > Created From fields...Type = Sales Order
    > Main Line is false
    > Tax Line is false
    > Shipping Line is false

5. On the Results tab > Columns subtab > set the following Fields with the corresponding Summary Type:
    > Date | Group
    > Created from fields… Transaction Number | Group
    > Type | Group
    >  Transaction Number | Group
    > Name | Group
    > Amount | Sum
    > Formula (Numeric) | Sum
       Function:  Round to Hundreths  
       Formula: case when {accounttype} = 'Income' then {grossamount} else 0 end 
       Summary Label: Income

    > Formula (Numeric) | Sum
       Function: Round to Hundreths
       Formula: case when {accounttype} = 'Cost of Goods Sold' then {grossamount} else 0 end
       Summary Label: COGS

6. On the Available Filters tab > Add Date to be show at the Footer

7. Save & Run

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