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How to display summary

  • 13 December 2022
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P
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Hello,

Please help, I’m new to making these reports.

I need to display the summary of (1) Sales Agents  (I mean despite of ARCANGEL being in the list multiple times, I need only 1 entry of his name now) in the list and their own total sales, and (2) Item Category with their total of sales too. How can I do that? I appreciate your help, thanks in advance!

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Best answer by paula012 23 January 2023, 07:49

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Laura02
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Hello, @paula012 ,

In the Acumatica report writer, click File, Schema Builder and use Sorting and Grouping tab to change the Sorting and Groups.

 

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
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Hi Ms. @laura01 , thank you for the reply. I tried this but it gave me only 1 name though. Here’s the output. Pls let me know what else to do or where I am wrong, thanks again!

 

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