Advance Find

Last post 11-04-2008 2:21 AM by Frank Hermes. 1 replies.
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  • 11-03-2008 2:46 PM

    • mnndma
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    • Joined on 11-03-2008
    • Posts 2

    Advance Find

    For a specific report I need to look at invoices for the last two years for customers that purchased a specific product.  I have the advance find details worked out for finding the specific customers that meet the above criteria, but I cannot get it to display the quantity on the invoice associated with the customer.  Just curious if anyone could give me insight on how to get quantity to display in one of the columns in advanced find.  Thank you!

  • 11-04-2008 2:21 AM In reply to

    Re: Advance Find

    Try an Advanced Query like this:

    ...then you can add columns from the product entity. So you can see what products customers matching the criteria ordered. You could start with invoice on the first level if you need columns of the invoice entity, but you cannot aggregate attributes in advanced queries, only by exporting the result to excel.

    You could also add an attribute to the contact and/or account entity that holds the information for the amount of invoices the customer had and increment this number on every new invoice that is activated via a plugin.

    As an alternative you can add your own rdlc report to the CRM: within the datasets sql query on the filtered views, you can aggregate, group and join.

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