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Creating monthly report?

  • 1.  Creating monthly report?

    Posted 07-24-2017 13:54
    I have table which contains purchase orders and i want to create a new table which will have all the metrics and summary of purchases grouped by month. How can i create this new table?. How should I create relationship between new table and purchase order?
    Thank you 


  • 2.  RE: Creating monthly report?

    Bronze
    Contributor
    Posted 07-24-2017 14:05
    I'm not so sure you need a new table. I think you could do this with a summary report. Filter to show orders past 30 days.


  • 3.  RE: Creating monthly report?

    Posted 07-24-2017 14:12
    I want to add few more fields in new table and do different calculations and create graphs but I need the data monthly.


  • 4.  RE: Creating monthly report?

    Bronze
    Contributor
    Posted 07-24-2017 14:56
    Can you give a couple examples of the new fields you want to add? 


  • 5.  RE: Creating monthly report?

    Posted 07-25-2017 15:37
    I want to create a table not the summary report. The new fields will be entered manually and used for calculation. Can you guide me how can i create new table containing data from Purchase orders table grouped by monthly. Thanks