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CustAccountStatmentEXt Report

Posted on by 1,534

hi dear , i have very basic query regarding sorting of ssrs report, i want to sort out report data at date wise, for this i just sort date column ,but it show me the result like that,first it show me sorting of invoiced, and then opening, but i want to sort out the record date wise either it is invoiced or open.so how to achive this?

thanks in advance.!

 sorting.png

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  • munsif Profile Picture
    munsif 1,534 on at
    RE: CustAccountStatmentEXt Report

    thanks boss.

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 46,610 User Group Leader on at
    RE: CustAccountStatmentEXt Report

    if you want to remove grouping its your decision

    you can modify queries from the class which I mentioned earlier.

    remove all groupings etc. also remove any grouping if there is any on SSRS design level.

    but overall it will destroy the purpose of external account statement, you better go for a customized report in this case. up to your choice.

  • munsif Profile Picture
    munsif 1,534 on at
    RE: CustAccountStatmentEXt Report

    but if i want to remove that grouping,i mean i did not want to it ,just need to sort out data date wise either it's a open balance, or invoiced! then what will be side effect ?

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 46,610 User Group Leader on at
    RE: CustAccountStatmentEXt Report

    of course, this is because of BUSINESS Reason

    Customer External Account statement means a statement which you are going to present to customer, which you are going to send externally.

    so if you are giving me statement of April-2015, you should also show me 'Balance brought forward' from March-2015 and then show me transactions from April

  • munsif Profile Picture
    munsif 1,534 on at
    RE: CustAccountStatmentEXt Report

    thanks for your kind reply, as i understood that there is group for this report, opening and invoiced, because first it show data of opening ,then invoiced data

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 46,610 User Group Leader on at
    RE: CustAccountStatmentEXt Report

    you may have a look to figure it out from createBaseCustTransQuery(method) of CustAccountStatementExtController(class)

    you may also have to fix sorting in some other query build methods, which are available in same class (CustAccountStatementExtController)

  • Hariharans87 Profile Picture
    Hariharans87 4,971 on at
    RE: CustAccountStatmentEXt Report

    If the field is not in the date format then sorting won't work. Please use expression in the soring field like "=Format(Now(), "MM/dd/yyyy")"

  • munsif Profile Picture
    munsif 1,534 on at
    RE: CustAccountStatmentEXt Report

    Thanks for your kind reply, but dear it did not work for me, because this will collapse all same date, i just want to sort out date wise..

  • Hariharans87 Profile Picture
    Hariharans87 4,971 on at
    RE: CustAccountStatmentEXt Report

    Go to group properties and add the date field in the sorting section. You can also remove already added fields in the sorting section if you need.

    SSRS_2D00_Sorting-2.png

    SSRS_2D00_Sorting-2.png

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