Reporting Per Month

Hi Everyone 

When creating a sales report per customer, the values reflect as ‘per day’, whereas the information is required as ‘per month’.

After grouping the dates and saving this back to the Report Manager, it would be expected that when re-running the report, it would keep the grouping which is not happening. 

I have saved the report as xlt and as xltx but both options generate the same result.

I am using office 365, V2020. 

Anybody have any advice for me please, which doesn’t include things like ‘run-away’ or ‘leave it’? 

Kind regards

Paul Bridgland

  • 0

    Good day Paul,

    Based on the information provided, it looks like this is a customized report. We advise that you confirm with the Sage intelligence writers to assist further. They will be able to advise on the tables involved in order to pull as per period.

    Please refer to the link below for Sage Intelligence Report writers who will be able to assist with creating a report according to your requirements and advise further on any questions you may have.

    Email: [email protected]
    Telephone: +27(31) 266 9112

    Kind Regards,