Reports from Invoices

[mhburris]

I'll try to describe my issue as concisely as possible. I have invoices that I want to try and extract some sales data from without a bunch of Excel manipulation if possible.

Basically we have a sales order that we turn into an invoice once an order has shipped. The invoice includes qty, item number, description and price and is 16 lines long. I want to be able to take a subset by invoice date and then be able to see how many of each item that that we have sold during that date range sorted by item number. I am kind of a newbie, but not afraid to try with a little advice or direction.

What I have been doing in the past is extracting the data into excel and then moving a bunch a stuff around and then using the subtotal feature to get my numbers.

I added a screen shot so you can see our invoice.

thanks in advance

mhburris

[bruceR]

You appear to be using repeating fields.

You can't do the kind of reporting you want if you're using repeats.

Line items for an invoice belong in a separate table - take a look at the Invoices example that comes with your FileMaker install.

When properly normalized into a separate table, you can do reports that involve finds and sorts (say product sold over a date range; or products purchased by customer last year) and generate reports, summaries, etc.

[mhburris]

Thanks Bruce,

I will take a look at the Invoice Template

mhburris