CRM Software - Custom Report - Sales Totals and Sales Taxes for this Month |
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In Amphis Customer CRM there are many Built-in Reports and you can also create Custom Reports to suit your business requirements. This is an example Custom Report you can use to show the total of all the invoices created this month and also the sales taxes for this month.
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 CRM Custom Reports
Here is the SQL command you need to enter when creating this custom report. (It doesn't matter if you don't know what this means - you just need to copy and paste this into the Report Builder).
select sum(amount) as SubTotal, sum(tax) as SalesTax, sum(total) as InvoicesThisMonth from history h where what='invoice' and month(now()) = month(h.date) and year(h.date) = year(now())
And here is an example output from the report showing the sales total and sales taxes for this calendar month.
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.
(We welcome your suggestions for CRM Custom Reports we could create (for free). To make a suggestion, please click here)
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 wish to achieve, but we try to develop custom reports that could be useful for the majority of our clients.
Home Page Site map CRM Software FAQ Import Customers from Spreadsheet Contact Database Share Customer Data between PCs Download FREE CRM Software 30 Day Trial
