Need a date range sales report

[Deb in SLO]

I am working with FrameMaker Solutions (from File Makers Web site's templates). I am up and running and everything is working quite good. My boss now wants some sales reports and I can't figure out how to get them. There is a "report" module but it only seems to include things like "invoice", "envelopes" etc. It seems like I should be able to print out a sales report by specifying a date range. I want to be able to see my totals for July 1 - September 13. I need to see total of sales, total of sales tax, and gross total. Can someone explain to me how I can get this information easily? I am a novice at this and am not a programmer by any stretch of the imagination.

[BobWeaver]

I haven't looked at that template, but here is a general comment on finding date ranges.

Enter find mode, then enter the date range in the date field like this: 7/1/2003...9/13/2003

Then click the perform find button. That will give you the records you want. Then print them out on whichever report layout you want.

[Deb in SLO]

I understand what you are saying. I can find the the records that I need. I guess I just don't have a report layout that totals up the information that I need. Is there something out there that will summerize all that information or is that something I have to figure out how to create? If so, is there an easy way to create it?

Thanks for your help,

Deb in SLO

[BobWeaver]

You can try the layout creation wizard. I've never used it myself, but that may be the quickest way to get started.

Or the manual way:

Essentially, to show totals in a report, you will need to define some summary fields. One for each regular field that you want to display the total of. This is done in the define fields dialog, and is fairly intuitive.

Next you need to set up a report layout. The important difference with this layout is that it will contain a sub-summary part and/or a grand summary part. You drag these parts from the status area onto the layout and position them wherever you want the totals to appear. Then place your summary fields in these parts. Sub-summary parts are used for displaying sub-totals (eg, a sales total broken down by department), and the grand summary part shows the grand totals. Finally, place your summary fields in the sub-summary and grand total parts (you place the same summary fields in both parts).

Now, find the applicable records, and sort by whatever field you want to show sub-totals for, and then print.

[Deb in SLO]

Thanks so much!