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Thread: Bills by Customer:Job filtered by Rep and Date

  1. #1
    Member
    Real Name
    Jim Storey
    Join Date
    Feb 2012
    Posts
    1

    Default Bills by Customer:Job filtered by Rep and Date

    Hi,

    I'm considering purchasing QReportBuilder but I'm not sure if I can generate a report that I want.

    When my REPs order product we deduct the product cost immediately from commission.

    So basically I need a "Bills by Customer:Job" filtered by "Rep" - is this possible?

    The other option is each REP has a "Supplier" allocated to them to track this, which gives me:
    "Bills by Customer:Job" filtered by "Supplier" - is this one possible?

    Attached is a screenshot showing the customer:job allocated to the Bill. The customer:job has the REP assigned. But for the life of me I can't get this info out of QB. There's no connection between a Bill and a Rep. I need the list of customer:jobs, not just a total Bill amount as the Reps need to know what they're paying for.

    Happy to buy QReportBuilder and pay someone to build this report, but I need to know if this is possible.

    Thanks,

    Jim.

    Bills.jpg

  2. #2
    Moderator
    Real Name
    Alan Buchholz
    Join Date
    Oct 2000
    Location
    Delavan, Wisconsin
    Posts
    9,430

    Default Re: Bills by Customer:Job filtered by Rep and Date

    Jim

    Looks like a go..

    I'd suggest that you join the webinar held every Thursday. (and assuming the snow isn't bad tomorrow, we should be on time...)

    One of the great parts about QReportBuilder is the ability to join data that is in QB, but not connected by QB themselves.
    Al Buchholz
    Bookwood Systems, LTD
    Weekly QReportBuilder Webinars Thursday 1 pm CST

    Occam's Razor - KISS
    Normalize till it hurts - De-normalize till it works.
    Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
    When we triage a problem it is much easier to read sample systems than to read a mind.

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