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Running Balance Quota vs Sales

J
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  • Jov29
  • Freshman II
  • 8 replies

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 

 

Best answer by lauraj46

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

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    lauraj46
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    • lauraj46
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    • October 3, 2022

    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*.
    Laura02
    Chris Hackett
    J
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    • Laura02
      Laura02
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      Jov29
    J
    Freshman II
    • Jov29
    • Author
    • Freshman II
    • 8 replies
    • October 3, 2022
    lauraj46 wrote:

    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. 

    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett

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