Custom report help

V5 Question
1

I am trying to create a report. I only started trying to figure them out. I am trying to run a report to give me the total amount of VAT owed. I am having trouble trying to add two totals.

[Table 2:1,1]
[Totals:2,1,1]
Cash|{ACCOUNT TOTAL:Cash}
Credit Card|{ACCOUNT TOTAL:Credit Card}
Cheque|{ACCOUNT TOTAL:Cheque}
Total|{ACCOUNT TOTAL:Payment Accounts}
Customer Balance|{ACCOUNT TOTAL:Customer Accounts}
Overall Total|{ACCOUNT TOTAL:Payment Accounts:Customer Accounts}
Vat|{ACCOUNT TOTAL:23% Vat}

2

I don’t want to respond with a link to custom report tutorial to every question but it really contains most solutions for creating account reports. Check this line to see how to sum two values.

000226.jpg2274×1249 193 KB

http://sambapos.com/wiki/doku.php?id=creating_accounting_reports_with_custom_reporting_tags

3

Thanks that is working. How do I filter between two dates. Do I have to use a script or can I do it directly from custom reports.

4

Should I be able to select date range from below

5

The report screen uses work periods and it can filter work periods by date. If you want specific dates then create a custom entity screen and use custom report viewer widget and appropriate actions for date selection

6

Is this the action? if so what values goes in the date filter.

7

These keywords should work:

Today
Yesterday
This Week
Last Week
This Month
Last Month
Last x Days
8

Is there any way of running a report between 2 dates. If the Accountant asks me what were your sales between 01/07.2014 and 01/07/2015. Is his possible?

9

Yes it is possible. On reporting screen enter date range as shown on your screen shot.

10

Had to do a fresh install to get that working. I was doing a lot of testing and must have messed it up somewhere along the line. Works fine now. Thanks.