I am reviewing this software for possible purchase for the company I work for. I am trying to create a report that I was asked for to help them seal the deal as I have done other reports.
It is simple but I am having trouble. Basically I can use the Sales Item Detail report in QB as a starting point. I need
Name (customer name), Last Date Purchased in 2010, Last date Purchased in 2011 (if appl)
Saint Joe's 05/21/10 04/25/11
Saint Pete's 09/30/10
I am pulling over Item to get the dates an, of course, everyone is listed as is the company name.
Re: Report Help
Sounds like you just need to group by customer and add calculated fields for the maximum last purchase date for each year....using the tablesum() function would almost do this but many times a customer will have multiple "last dates" and so the result would not be accurate in this case. I would instead create an Summary operation which would be filtered on the maximum dates and summarize them for each customer. I believe the summary operation will show all the dates that are maximum---if not then xbasic (the programming language that is available to us would have to be used).
The results of the operation could then be linked to a table currently the report is using.
....or what I do is to duplicate my report table from the passive linked one and only have the necessary fields....then add the maximum date fields to that table---then after a refresh I only append the necessary fields to the one I created from the passive linked one.
This may seem complicated at first, but once done you will find it is not.
It is only when we forget all our learning that we begin to know.
It's not what you look at that matters, it's what you see.
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Re: Report Help
I'd start with the sales table - summarize by customer and build a couple of calculated fields for the years you are showing.
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