Jump to content
View in the app

A better way to browse. Learn more.

FMForums.com

A full-screen app on your home screen with push notifications, badges and more.

To install this app on iOS and iPadOS
  1. Tap the Share icon in Safari
  2. Scroll the menu and tap Add to Home Screen.
  3. Tap Add in the top-right corner.
To install this app on Android
  1. Tap the 3-dot menu (⋮) in the top-right corner of the browser.
  2. Tap Add to Home screen or Install app.
  3. Confirm by tapping Install.

Reports from Invoices

Featured Replies

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

post-103127-0-52553800-1350505435_thumb.

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.

  • Author

Thanks Bruce,

I will take a look at the Invoice Template

mhburris

Create an account or sign in to comment

Important Information

By using this site, you agree to our Terms of Use.

Account

Navigation

Search

Configure browser push notifications

Chrome (Android)
  1. Tap the lock icon next to the address bar.
  2. Tap Permissions → Notifications.
  3. Adjust your preference.
Chrome (Desktop)
  1. Click the padlock icon in the address bar.
  2. Select Site settings.
  3. Find Notifications and adjust your preference.