Custom Report - Yearly Sales Totals

CRM Software Custom Reports

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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 - Yearly Sales Totals

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 yearly sales totals for the current year to date and the past 4 years.

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 year(now()) as [Year], sum(total) as [Invoices Total] from history h where what='invoice' and year(h.date) = year(now()) union select year(now())-1, sum(total) from history h where what='invoice' and year(h.date) = year(now())-1 union select year(now())-2, sum(total) from history h where what='invoice' and year(h.date) = year(now())-2 union select year(now())-3, sum(total) from history h where what='invoice' and year(h.date) = year(now())-3 union select year(now())-4, sum(total) from history h where what='invoice' and year(h.date) = year(now())-4

And here is an example output from the report showing the total for this year to date, and the sales totals for the past 4 years. (Clearly the example shows a company that only started trading in the last few years). You could easily modify the report to show earlier years as well (or just ask us and we'll do it for you).

We'll be adding this yearly sales totals functionality into the core Amphis Customer product soon but for now we hope this custom report is useful.

Note that you can see monthly sales totals for the last 12 months from Reports->Monthly Sales Totals. Also you can view all the invoices for a given time period from Reports->View Customer Transactions. Just tick Invoice and specify the start and end date.

Custom Report - Yearly Sales Totals

You can export the results to a spreadsheet, or just print the results.

CRM Custom Report Options

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)

We welcome your suggestions for new custom reports - and the most popular reports tend to get added to future releases of Amphis Customer.

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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