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Answered

How to create a report with the total amount Invoiced, month by month?

nabylm 2 years ago in Home Portal / Classic Projects updated by Łukasz Kaleta (Senior Customer Success Manager) 2 years ago 4

Hi, I would like to have, in the dashboard section, the sum of all the Invoices I sent, by month. Is that doable?


Thanks a lot!

Answer

+1
Answer

You can create a widget with the invoiced sum of current/previous month, but I do not think there is a way to group invoice sums by month. You can of course create a separate view and a  widget for each month but that's a bt cumbersome.

+1
Answer

You can create a widget with the invoiced sum of current/previous month, but I do not think there is a way to group invoice sums by month. You can of course create a separate view and a  widget for each month but that's a bt cumbersome.

+1

You can do that with the riporting modul. You have to choose the Value type, and Client Invoice Net Total data type, and in the column choose a date field (such as invoicing date), and in the frequency type month with year. And that's all.

Answered

Both answers correct. The Dashboard can display items from a certain period, but it won't show time slots. 

Creating a report as directed by Viktor seems to be the best idea. 

I just tried Jussi's technique and it worked just perfectly! The only "bad" point is that I have to copy/create a new view for each month in order to have the total sum in the Dashboard. Unfortunately, I dont have the admin rights to proceed with Viktor's instructive, even though it seems to be the best one, as Maciej said.


Anyway, many thanks to all of you for your support ;)