Custom Report - Invoices Total for This Year
CRM Software Custom Reports
Amphis Customer CRM Software
Amphis Customer CRM Software makes it easy to manage your Contacts, create Quotes and Invoices, manage your Jobs and Appointments, Mail Merge and so much more. You can download a free trial and see for yourself. There are no monthly or yearly fees, just a one-off payment. See prices
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CRM Software Custom Report - Invoices Total for This Year
In Amphis Customer you can create your own Custom Reports to suit your business requirements, in addition to the many built-in reports. This is an example Custom Report you can use to show the total of all the invoices created this year to date.
You can create a custom report using the Custom Report Builder (from the Reports->Custom Report Builder menu)
For more information on how to create a custom report, see Create Custom Reports
Here is the SQL command you need to enter when creating this custom report. (Don't worry if you have no idea what this means - you just need to copy and paste this into the Report Builder).
select sum(total) as InvoicesTotalThisYear from history h where what='invoice' and year(h.date) = year(now())
And here is an example output from the report showing the total for this year to date.
You can export the results to a spreadsheet, or just print the results.
Any custom reports you create will be available from the Reports->My Custom Reports menu. You don't need to go into Report Builder to run them.
(You can also get some free help to create a CRM Custom Report in Amphis Customer, by clicking here)
For more information on how to create a custom report, and to see more examples of custom reports, see Create Custom Reports
Disclaimer: we develop custom reports at no charge, often at the request of clients. We cannot guarantee that these custom reports will produce exactly the results you want to achieve, but we try to develop custom reports that could be useful for the majority of our clients.
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