[sklett]

I’ve been requested to provide a Sales by Customer Detail report that will show subtotals for each month. I customized the standard report and remove the Transaction Type (“invoice”) column and set the Date to “Group with Previous Column”. This does appear to group correctly but I can’t make it group all dates in a month together. Basically I want to see each months sales as a subtotal.

Is this possible? Seems like it should be.
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[tlindleyFHI]

RE: Sales By Customer Detail – Group by month?

Try grouping by the field Month within the Sales by Customer Detail. It is under Sales Transactions -> Month. This will show the breakdown by Month.

[sklett]

RE: Sales By Customer Detail – Group by month?

Thanks, this is great and works perfect!

One additional question: If I wanted to modify the summary report so that if I drill down to any customer I would see this custom grouping, is that possible?

Currently I have one custom detail report and I need to edit it to select the customer I want to see, but it would be far superior to see all customers and then drill down to the one I want and also see sales grouped by month.

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