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Sep 10, 2019 at 11:09 PM

Sales Summary by Sales Employee (current month)

115 Views Last edit Sep 10, 2019 at 11:10 PM 2 rev

My desired goal is to have a query like this:

Sales Employee | Total Sales (Invoiced) | Total Sales (Open Orders)

John Doe......................55,955.75 ......................... 3,975.01

And the date range will be beginning of current month to current day/present. So if Sept, all orders that were invoiced in Sept. And Open orders placed in Sept.)

If we can include prior year's Sept Total Sales data in the query, that would be awesome!