Creating a Report to track what was invoiced for each month then quarter

[Former Member]

I was wondering if anyone knew how to create a report adding up each month then adding it up by quarter. This is what i am working with:

Job: Invoice Date 1,2 ,3 and Invoice Amount 1, 2, 3

Job 2: Invoice Date 1, 2 and invoice amounte 1, 2

one job might have a invoice date with May as #1 and then # 2 is June when the next job could have 2 invoice dates in 1month.

the way i have the report set up currently it will take the final date and file it under that month then it will calculate all the amounts for the one month..;

does anyone have any ideas how to seperate the amounts? and maybe add the job to more then 1 month if needed based off the invoice date?

[Former Member · Accepted solution]

Create two groups on the date, with one grouping by month and one by quarter. If Crystal gives you a hard time, you might have to create a formula containing the date for one of the groups.

[Former Member]

i would create a group by invoice date and have it group by month, then a group by invoice #

place your invoice and amount in the invoice group, then sum your amount.

you will get your sum by month.

then either create a group by qtr and do the same above

if they layout isnt what you want see you may want to use a sub report for the quarter.

create parameters for invoice date so they can select a date range

[Former Member]

I have tried to do that but the only problem is i have more then 1 invoice for some orders because we have shipped partial orders.

I have my search set up on invoice date 1, 2, and 3 but if a order has 2 deliverys invoice 1 is in the previous month it still calls it up because i have to include the field for the other orders and don't know how to tell it not to add that value into the specific month i want..

I don't know if i am making any since?

Thank you