Closing and Efficiency rates in QB report
QB says that it can't be done but I don't see why it can't - its a simple function. I run 2 reports each week and then I have to manually put them in an excel spreadsheet to send out because I have ...
Forum Discussion
Hi Roxanne,
Create a parent table out of your Sales Person field. Then use summary fields to get # of Customers and # of Sales and total sales. That's where you create a formula field to get the additional columns. I just had to do the same with one of my tables because my end user requested a percentage column and if you use a Summary Report, it creates an average of an average.
Create a parent table out of your Sales Person field. Then use summary fields to get # of Customers and # of Sales and total sales. That's where you create a formula field to get the additional columns. I just had to do the same with one of my tables because my end user requested a percentage column and if you use a Summary Report, it creates an average of an average.