Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2023 Release Wave 1Check out the latest updates and new features of Dynamics 365 released from April 2023 through September 2023
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | All TechTalks | Architecture Insights
I see there is a report Item sales by Customer which gives the profit. I was wondering if there was a similiar report where i can see the sales by each Sales Invoice with the profit for that entire Sales invoice.
By invoice is not an option as standard. You can query it invoice by invoice manually. Use the “Statistics” action from the posted sales invoice pages. A print out style report will need creating or you modify an existing one to show margin.
As Josh noted, base NAV does not have this report. You can generate a Jet Report to accomplish this or create a query as Josh noted. I am attaching a Jet Report that will help and you can expand the limitation to include all customer.
Hope this helps.
SALES Top Customer Profit Report with Detail.xls
Thanks for both responses. I actually used the Salesperson Statistics by Inv. (detail option) and this works well for my purposes.
is this Jet Report something you built or available from somewhere. I have not worked with Jet reports before.
Hi sw enger7,
There is no standard report available which accomplishes your requirements 100% but please try Salesperson Statistics by invoice maybe you need some modifications.
Please Verify the answer if your question has been answered. This helps other forum users.
That was what I discovered which I posted 2 responses above in this thread.
Thanks for your validation
It is something that I did create using Jet Reports. There is a free version called Jet Express so check it out here:
your problem can be solved with Jet Reports or jet analytics easily I will suggest you to visit
and you will find best of solutions .
Business Applications communities