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Former Member
Jul 01, 2010 at 06:47 PM

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


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?