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AR Reports

Posted By SuzieyQue over 7 years ago

Question, I need to run a report showing what I billed our customers for the month of December 2016. But I need to choose customers who only purchased certain products. Which report do I need to run? I'm starting to confuse myself. Help!! Thanks.

0 49153 over 7 years ago

These are best done as Excel data queries or custom Crystal Reports.
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0 SuzieyQue over 7 years ago in reply to 49153

How do I do an Excel data query???
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0 49153 over 7 years ago in reply to SuzieyQue

Excel > Data > From Other Data Sources > From Microsoft Query > SOTAMAS90 > (Select company) > (Select Table + fields)
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0 TomTarget over 7 years ago in reply to 49153

How about SO | Reports
Customer Sales History by Product Line and Customer Sales History by Item?
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0 BShockley over 7 years ago in reply to TomTarget

Products or product lines? How many products or products lines? I use Crystal Reports for this type of request. If you use parameters to control which date ranges you want on your report, then you can re-use this report in the future, without having to go query the data in Excel. If you think this is a one-time request, then Excel would be ok as well.
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