How to display total number of payments made by customer in GI

Hi @Harry 

If I’m reading your question correctly, you could aggregate using COUNT on the ARPayament RefNbr field...

Hello @BenjaminCrisman,

Thank you for your quick suggestion. How can I apply the condition if I would only want to display the count of payments for the last 12 months?

Thanks in advance.

Hello, 

Add two parameters to prompt the user for begin/end month. Add condition to select where Post Period (financial period) is between the begin month parameter and the end month parameter.

Laura

If you want it hard coded to show 12 Months, you can add a condition for the DocDate to be greater than or equal to DateAdd(Today(),'M',-12). This will filter to 12 Months to the day, so mid month if it’s mid month now.  There’s a couple ways to do calendar month if you prefer, let me know if you need to calendar.

To show 12 Months, 3 Months, all time at the same time to show a trend, you can add the formula: =iif([ARPayment.DocDate] >= DateAdd(Today(),'M',-12),1,0) and set the Aggregation to SUM.  

To combine this with @Laura02’s suggestion, you can have it default to a range when Parameter is blank, or filter by Period Parameter if the user fills out the period or date range.