Include some client's fields in the invoice export file to allow creation of by-country sales reports in excel
At the end of the year we would like to generate reports such as
revenue by country
revenue by sales rep
revenue by state/province
etc
You could add these reports to the ones automatically generated in the report section but it would be even easier for you (and good enough for me) if I could create these reports by myself in excel using the invoice export csv file
Since country, and province are fields of the customers database and sales rep is also associated at customer level and not invoice level (we are using one of the client's custom fileds for it), the best way to do this would be to include some of the customer's fields in the invoice export file.
having those columns in the export file would allow us to easily generate these kind of reports in excel using pivot tables.
I think the inclusion in the export file of 'country' + the 3 client's custom fields would provide enough flexibility to address most users' needs, state/province would be also useful but not essential.
revenue by country
revenue by sales rep
revenue by state/province
etc
You could add these reports to the ones automatically generated in the report section but it would be even easier for you (and good enough for me) if I could create these reports by myself in excel using the invoice export csv file
Since country, and province are fields of the customers database and sales rep is also associated at customer level and not invoice level (we are using one of the client's custom fileds for it), the best way to do this would be to include some of the customer's fields in the invoice export file.
having those columns in the export file would allow us to easily generate these kind of reports in excel using pivot tables.
I think the inclusion in the export file of 'country' + the 3 client's custom fields would provide enough flexibility to address most users' needs, state/province would be also useful but not essential.
Topic Participants
Ercole Pagliaro - tuOtempO
Chandy
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