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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I would like to report on three salespeople over three months by month and by salesperson and to have each persons monthly sales added from the previous month in a running total but only by salesperson. I can only get it to running summarize all the salespeople figures together not just by salesperson only. Is this possible?

Posted

try running a find script.

Create a script that performs a find for the specific salesperson you want to view .

example: enter the salespersons name in salesperson name field then perform find script this will find all records with the salespersons name. This will then only summarise the found records.

HTH

ricardo.

This topic is 8145 days old. Please don't post here. Open a new topic instead.

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