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How can I create a Report in Acumatica so that I can compare the Sales for 12 months?
I have created a 12 month rolling report using Column Sets as discussed in this Forum but it can create a report only if its of GL. The report that I am trying to create is from AR.
Hey sunwayfan,
Unfortunately you can only use the ARM report writer for GL data. Are you trying to report on AR data so you can include Customers and Products in the analysis?
If you have twelve columns across the top, what would you want to see down the left-hand side?
At first glance, I'm wondering if an Acumatica Pivot Table would be the way to go.
Tim -
We are looking to run a 12 month running report on the following
Customer Class
Sales Reps
we would want the totals for each month plus if we can have a Margin %
so we have tried to look at the report designer but we dont see anywhere that we could enter a code to make this happen so we are thinking of a GI but, we dont see where we can add formulas or code to a GI to find this information for us to produce the GI
I would probably start with a GI that reads from ARTran as the base. Then do some joins to pickup Customer Class and Sales Reps.
Sales Reps can get tricky because it depends on how you are calculating commissions. Acumatica will allow you to have separate salespeople on each line of an invoice. Or multiple salespeople at the document level of the invoice. Or you could just use the Default Salesperson field on the Salesperson Commission tab of the Invoices and Memos screen.
Margin % is also tricky. They do store the cost in ARTran, but I'm not sure how accurate it is. It might be accurate, I'm just not sure.
If you get the GI right, then you could put a Pivot Table on top of it.
ok I am going to get her to try that and see if we can get this done. We are in search of some reports that Acumatica does not offer. we don't show anyway that we can compare numbers.
How can we see how the Sales Reps are doing compared to all of the sales reps along with previous months or years. Glad we found this blog
Definitely critique the Cost data that would be used to calculate margin. You can see in the Sales Profitability by Salesperson and Customer report that you highlighted above that ARTran.Cost is the field used:
But you might want to work with your VAR to get more comfortable that the ARTran.Cost data is actually correct in all situations.
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