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Filter financial dimension on report TOP100

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Posted on by 545

Dear all,

With the "Improve "Top 100" Customers report performance" - feature, this report has become pretty useless for example to create a report about customers based on departments. In our company, individual locations are defined as the financial dimension "Department".

So I made a copy of this report, and set the "showQueryValues" method to true, hoping that I can filter by financial dimensions of the customer....

But all my attempts are not working....

I have copied all the necessary objects like the controller class, the contract class, the dataprovider class, the report and the query and modified them accordingly.... but it doesn't work... Is there any report with a filter on financial dimension available?

How can I include a filter on the financial dimensions of the customer?

Do I need to include the financial dimensions in the query as a data source? or is it enough to add them to the query in the dialog?

I hope someone has solved a similar problem and can tell me how to... ;-)

  • Suggested answer
    Christian Busche Profile Picture
    Christian Busche 545 on at
    RE: Filter financial dimension on report TOP100

    The error was with me... The table smmSalesRankingTotal is decisive for the output of the report. In this table, if you do not set filters from the beginning, all customers are written.
    With the report this table is "only" updated.
    If you set a filter, only the customers from the filter will be updated.
    Data records from smmSalesRankingTotal table are then printed, whereby the filter is then no longer taken into account...

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    RE: Filter financial dimension on report TOP100

    Hi Christain Busche,

    If I am not wrong there is a standard report available under below navigation which supports financial dimension filters on customer.

    Accounts receivable >> Inquiries and reports >> Customers >> Customer report >> This report doesn't have any parameters but it includes Records to Include tab to filter data and also it includes financial dimension filters for customers.

    Refer to the below screenshot of Records to include filter form.

    3010.Image1.PNG

    Thanks,

    Girish S.

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