Sales Report - D-Tools Forum

AE Engineer · 09-29-2009, 06:29 PM

I am trying to read through the tutorial on reports because I cannot find the datafields I need to be able to run a sales report. What I am looking to accomplish is to be able to create a report that will list out line items on a page that pertain to the sales person specified in the project wizard. Here is what I am looking to create:

Sales Person Status Project Name Project Cost Project Installed Price

It would generate a list of all the projects in the Active Projects list for a specified sales person. At the bottom of the list, the Project cost and Project Installed Price items would total. This report would be sortable by sales person. It could also be sorted by Status.

This report is useful to the company for our weekly sales meetings by tracking the progress of all jobs, demonstrating the effieciency of a sles person as it pertains to added jobs to our total job list, and finally, in the event we terminate a commsioned person, we would have a record of profitability for the projects that are on going for that sales person.

Can anyone point me in the right direction? Please keep in mind that XML is not my strong suit. I am a novice when it comes to creating reports. I do not mind if you talk to me like I am an idiot, because when it comes to the report creation....I just might be!

**Ryan Brown** · 09-29-2009, 09:32 PM

Hey there,

The standard reports cannot be run against multiple projects at the same time - only excel reports can do this. Well, that's not entirely correct: an excel report will generate multiple project data within the same output file, whereas a standard report will just generate 1 report for each project you select.

With excel reports you can do a Shift + Click and then run the excel report on all projects you've selected. All the data will be generated from these selected projects into one file.

From what I understand there is no 'total project cost' or 'total project price' field generated in the XML. Inside Active Reports these are accomplished through ReportUtilities functions, not via XML.

So you may need to perform some calculations in excel to get what you need once you've run the excel report.

Check out the free excel reports listed on D-Tools' website:
Download Reports

Search the Help from within Si 5.5 for more details on working with excel reports, also check out the user guide.

I found one called Project Status that is probably somewhat close to what you're looking for minus sales rep name and project cost factors. Run it against multiple jobs and notice the tab with all the source data and the tab with the pivot table displaying grouped output. Pivot tables are what's used in these excel reports to get any kind of grouped data.

Project Staff 1-4 are the fields used for your staff selected in the project wizard BTW. 1-4 from top to bottom of the list as you see on screen or in setup.

Hope this gets you started down the right path! or atleast away from the wrong one