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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Revenue Reports with S...
Small and medium business | Business Central, N...
Suggested Answer

Revenue Reports with Salesperson (Ver 18.5)

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Posted on by LisaV11111 25

Hi there,

I'm struggling to find a useful report to create my monthly revenue report. 

My pivot table requires 5 things: dollar value in CAD, salesperson, customer number, customer name and posting date. Yes, I can create filters, but that would mean I'd need to run the same report 7 times, add the missing columns, like date and salesperson, in manually and then put it all into one spreadsheet.

Customer/Item Statistics: date and salesperson missing

Item Sales by Customer: date and salesperson missing and an absolute nightmare to make a pivot table

Salesperson Statistics by Invoice: only shows the salesperson total

Customer Sales Statistics: missing the salesperson, would need to run 7 times, can filter by salesperson though. I'd need to add the date and salesperson to every line. This report has a lot more info that I need.

Any suggestions? The people who are training us on this, said they can only remove things from reports, not add. 

Thanks,

Lisa

I have the same question (0)
  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at

    Hi

    I did not see you listed "Cust./Item Stat. by Salespers" report. Maybe I missed it. 

    Also you can:

    1) Select the report that has the best format and most info. Then ask your BC partner to design a new "Custom Report" based on that. This report will have a new name and should design the way you want it. 

    2) User Power BI Desktop (which is free) and design the report. 

    I usually prefer the first method since other users can run and use and all is in BC. 

  • LisaV11111 Profile Picture
    LisaV11111 25 on at

    Cust./Item Stat. by Salespers is the best report I've seen so far! Still missing date and salesperson in columns though. My goal is to have the least amount of manual changes; I'm only human, so I can't guarantee I won't mess up a report.

    I've never used Power BI. I'm worried that if I import data from BC, I'll have the same problem. I'll give it a shot!

    Thank you for taking the time,

    Lisa

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at

    Your BC partner should be able to create new report based on Cust./Item Stat. by Salespers. They can name it differently. Then you can run the new "custom report". In general this is not a big change since it does not impact any process or function of BC. If they design that you can run the new report which will have all the data and format you need. We have about dozen of these reports in our system. It make it a lot easier for user to use and remember. 

  • LisaV11111 Profile Picture
    LisaV11111 25 on at

    The company I work for will probably not pay for the custom report, that's why I'm here. I was hoping BC would have one that I hadn't found.

    Power BI also needs all of the columns to have headers. BC reports are trying too hard and squeeze in way too much info in an unusable format.

    Navision is 20 years old and makes better reports than BC. ;)

    Thank you for your help,

    Lisa

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at

    I tried Cust./Item Stat. by Salespers and selected Print to Excel and added sales rep number to column. But no date. Maybe check with your team to see if they can add date to column. if it is available in XML then it should be possible.  

    I agree that Nav is still different than BC. I think BC needs another 3 or 4 more years to have more functions. 

    By any chance your company has Jet Report? if yes it is an easy report to design. Otherwise, Power BI is a best option. 

  • LisaV11111 Profile Picture
    LisaV11111 25 on at

    Working here is a crash course in 'figuring it out yourself.' I vlookup and pivot table my heart out; there is no additional software outside of Office 365 here. I can usually figure out MS products pretty easily, but BC is a different beast. (The version of Nav I'm using is from 2005.)

    You're right; Cust./Item Stat. by Salespers is probably my best bet. I know he's been editing Posted Sales Invoices and Sales Order Confirmations in Word. I'll see if they can add some columns or I'll have to 'figure it out.' Hope I have access to the backend, so I can learn how to make custom reports, if the BC partner wants to charge too much.

    Thanks again,

    Lisa

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