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Select "Transaction Report" (Type dropdown field)
Click "Create"
Create Variable:
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To make our report more reusable, we're going to create a report variable for the date period we want to use for counting the transactions.
Click on "Add Variable" (bottommiddle of page):
Input Input Fields:
- Name: The name can only contains letters and '_'. The first part of the name separeted by a '_' represents the category the variable is added to when viewing. The only effect of a category is to visually group the variables.
- Description: A description what it is used for
- Type: Type of the variable (see description on the right)
In our case we select a "Date Range Variable" which contains a start and a end date, the period we count the transactions in.
After clicking "Create", the variables are grouped be "Report Scope" and "Global Scope" since we added our report variable "period".
Create Row:
Now we click "Add new Row" to create our first row:
Input fields:
- Display Name: see report fields
- Name: see report fields
- Description: see report fields
- Type: The type of a row describes where it collects the data (see description on the right). Depending what type is selected the options to configure the type are displayed below:
- Invoice: Collects data from the invoices table
- Invoice Line: Collects data from the invoice lines table
- Profit and Loss: Collects data from the ledger accounts imported from the bookkeeping software
- KPI: Collects data from "Manual Data Points" (time based static values) (see Settings > Manual Data Points)
- Formula: Use existing report variables or row results to calculate a value
- /wiki/spaces/SVA/pages/10420360: (Structured Query Language) Use a predefined SQL query (see Settings > SQL Query). These SQL queries can only be defined/edited by admins (for security reasons)
- Alias Normalisation Factor: (currently not in use)
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In our case, the form should look like this:
After clicking "Create" we should have the preview of our row at the bottom of the report screen:
If there is a zero amount, check what the date is that you are currently creating the report. If it is at the very start of a month the report will try to pull data from the month you are in. E.g. 7 September, there will only be 7 days worth of data which could be nothing or very little.
Change Period:
To change the period in which we count the invoices, we have to select our "Report Scope" > "period" variable and press the " edit " link tool after the current value:
In the popup window for editing the Date Range Variable we have the following options (the options are depending to the variable type, the Date Range Variable in our case. See "Variable Types" for other types):
Input fields:
- Range: Select different different types of periods, in our case select "Fiscal Date"
- '-': specify how many years/quarters you want to go back from the current date/period
- years/quarters: the type of period
Length of Period: How long should the period be (years/quarters)
To calculate the invoices from the last fiscal yearyour customised date range, it should look like the following:
Press "Save" than "Update" to see the new result at the preview section at the bottom.
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