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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Sales Totals By Month ...
Microsoft Dynamics GP (Archived)

Sales Totals By Month By Customer Report

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Posted on by DeeDeeA 40

I am trying to find a way to create a report that shows all our customers, and their sales amount totals by month.  I'm envisioning the customer names going down the left column.  Month headers going across the top.  Under each month, having a total sales $ listed.

But, I can't find a way to do this.  Can anyone help me?  Please?

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  • Mike Smith Profile Picture
    Mike Smith 6,840 on at

    This would be a pretty straightforward report in SQL Reporting Services (SRS).

    Does the organization have SRS deployed?

    It may be something to consider as recent versions of GP (10 and 2010) have many standard reports that can be deployed.

    Another option might be SmartList Builder with some calculated fields for Month and Year and then a summary grouped on CustomerID, CalculatedMonth, CalculatedYear.

  • DeeDeeA Profile Picture
    DeeDeeA 40 on at

    I'm SUPER non-technical.  I'm in sales, so I'm not terribly handy with creating something without step by step help.  Can you give me a little more step by step help?  I don't think we have SRS, but don't even know how to check that.  The SmartList Builder sounds like it could be something I could do - if you can teach me!  :)

  • Mike Smith Profile Picture
    Mike Smith 6,840 on at

    You would probably need to consult with your IT department to determine the SRS deployment as this is a web-based report deployment and is generally (in my opinion) geared towards development by IT or someone familiar with GP's database table structure.

    If the organization owns SmartList Builder, security has been established, and the product installed on the workstation, it would be accessed from Microsolft Dynamics GP > Tools > SmartList Builder.  You may need to consult with IT or your GP administrator to find out more details around this tool.

    The easiest way (but not the best in the long run), would be to take an existing Sales SmartList and filter it down to the subset of data needed to analyze.  From there, you can export this data to Excel.  For a basic use, this could be Document Date, Customer ID, and Document Amount.  Once in Excel, create two formula columns, one for the month (=MONTH(Date Column)) and year (=YEAR(Date Column) and create a pivot table off of this data with your Row Labels being Customer ID column, the formula Year column, and the formula Month column.

    This could also be done with the refreshable Excel Reports as well but you would need to visit with your GP administrator as well to see if these have been deployed.  

    Certainly sounds like you could take advantage of some included tools within GP with SRS and the refreshable Excel reports.  SmartList Builder is a seperate purchase depending on how GP has been purchased and licensing agreement, but it is a great tool as well and not nearly complex as SRS.

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