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Running Balance Quota vs Sales

  • 3 October 2022
  • 2 replies
  • 64 views
J
Rank
Userlevel 1

Hi All,

 

I am trying to create a report that can show what is our running balances on sales to meet our quota, i use invoices and memos as my references for the report, and group it by doc type, and on the formula for the running balances is =IIf([ARInvoice.DocType]='CRM', 10000000+SUM([ARInvoice.CuryLineTotal]), IIf([ARInvoice.DocType]='INV', ((10000000-SUM([ARInvoice.CuryLineTotal]))*(-1)), IIf([ARInvoice.DocType]='DRM', ((10000000-SUM([ARInvoice.CuryLineTotal]))*(-1)), 0)))

how can i end up on the correct report for this 

 

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Best answer by lauraj46 3 October 2022, 15:50

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lauraj46
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Userlevel 7
Badge +7

Hi @Jov29 ,

I don’t think it’s possible to calculate a running total in a Generic Inquiry.  You could do this in the Report Designer by using variables.  

Laura

Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
J
Rank
Userlevel 1

Hi @Jov29 ,

I don’t think it’s possible to calculate a running total in a Generic Inquiry.  You could do this in the Report Designer by using variables.  

Laura

Hi Laura, 

 

Thanks for responding, i will try to use report designer for the running total. 

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