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.

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
Ercole Pagliaro - tuOtempO
Chandy

Sticky Posts
Zoho Invoice Will Soon Discontinue Support for Older Browser Versions
Hello users, Starting from May 15, 2024, Zoho Invoice will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than
Bulk Printing now available in Zoho Invoice
Hello, We are happy to announce the much requested and much awaited feature in Zoho Invoice - Bulk Printing of Estimates and Invoices. All you need to do is, select the invoices you wish to print and then click the 'Print' button. All the invoices will be downloaded as a single PDF file which can be printed as you wish. You can print upto 25 invoices at a single go. Go ahead and give it a shot and let us know how it worked for you. Regards, Reshma
Introducing the iPhone App for Zoho Invoice
Now you can invoice on the go from your iPhone through the Zoho Invoice iPhone app. Our iPhone app is available at the apps store for download. The app is special in more ways than one: An impeccable UI takes your invoicing experience to a whole new level That's a first native app we've come up with It's available for FREE!!!!! Yeah, absolutely Free. No brainer there, we just wanted to make our users to enjoy the app no strings attachedHere some snapshots of the app: For the real experience, head