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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / I need to create a rep...
Microsoft Dynamics RMS (Archived)

I need to create a report sorting Transactions by a Total Dollar Value, and a Date Range

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Posted on by FamilyFunHobbies 69

I need to create a reports where I can filter out transactions that took place within a certain date range, and that fall under or over a certain total dollar amount.

Also, is there any guidebook or web resource for a layperson to teach me how to make my own custom reports?

Help. 

Robert Placer - Owner
Family Fun Hobbies, L.L.C.
731 Highway 33
Hamilton, NJ 08619
(609) 838-2049
www.familyfunhobbies.com

 

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  • Verified answer
    Gerald Rothaus Profile Picture
    Gerald Rothaus 2,934 on at

    Hi, Robert. I am an RMS programmer. You need to get the hang of parameters in rms reporting. Do you need a summary or detail report?

    Basically you can do a parameter for a date like DateSold>=10/01/2001 AND DateSold<=10/15/2011.

    Takes a little practice, as it is really sql calls. If you need help email me, I am on Long Island.

    -Jerry

    jerry@jrdata.us

  • Trent Bourgois Profile Picture
    Trent Bourgois Microsoft Employee on at

    Hello Robert,

    Thank you for your questions.

    Thank you Gerald for your reply.

    We have a customization guide available on Customer Source:

    https://mbs.microsoft.com/customersource/documentation/setupguides/rmscustomizationguide.htm?printpage=false&sid=0e0vdzb2mvac5xn311morc5g&stext=customization

     

     

  • FamilyFunHobbies Profile Picture
    FamilyFunHobbies 69 on at

    Jerry was very helpful in getting us the reporting capability we were looking for.  We will take a look at the guide as well, but will likely turn to Jerry in the future if we need more help.

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