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Grouping salesperson and netsales


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Hi All,

Does anybody knows what I can put in the value to group the ‘salesperson’ and display total of its netsales above my report?

Please help, thanks!

Best answer by lauraj46

Hi @paula012 ,

On the report properties, use the Groups collection to add a grouping by salesperson.  Then in the header for that group the formula would be something like this: 

=sum([SOOrder.OrderTotal])

 

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3 replies

lauraj46
Captain II
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  • Captain II
  • 591 replies
  • Answer
  • January 25, 2023

Hi @paula012 ,

On the report properties, use the Groups collection to add a grouping by salesperson.  Then in the header for that group the formula would be something like this: 

=sum([SOOrder.OrderTotal])

 


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  • Author
  • Semi-Pro II
  • 92 replies
  • January 26, 2023
lauraj46 wrote:

Hi @paula012 ,

On the report properties, use the Groups collection to add a grouping by salesperson.  Then in the header for that group the formula would be something like this: 

=sum([SOOrder.OrderTotal])

 

Hi, thanks for the answer. Somehow I realized, this would group all my details in the report by Salesperson right? But I want to group only what’s in the report header. Is that possible? If not, and subreport is the only key, can you kindly see my concern here about making that, I updated this with trying subreport, perhaps do you know ? How to display salespersons and their total netsales aside from using subreport? | Community (acumatica.com)

 

Thank you!


lauraj46
Captain II
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  • Captain II
  • 591 replies
  • January 26, 2023

Hi @paula012 ,

If you need to subtotal based on something other than the groupings in your report then you could use variables to accumulate totals as you process each detail row.  Please explain a bit more what you are trying to accomplish.


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