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Former Member
May 30, 2013 at 07:45 PM

YTD Sales Figures


I would like to get a list of customers by salesperson including their YTD sales. Since I want address, city, state, zip and some other fields in the output, I am not able to use the sales analysis report. After creating this query, I am going to export the results to an Excel spreadsheet. I have created this query but do not know how to get the YTD sales figure for this business partner. Is there an easy way to get this number?