Report help
I have been doing a manual report for years on excel and I am hoping I can now have it done on QB
These are the fields I have
Tour count - has a 1 or 0 in it and it counts the times a client comes to our business.
Sale count - has a 1 or 0 in it and counts how many times the client purchases from us.
Price
then I created two formula fields in report
Efficiency which takes the price and divides it by the tour count
Closing which takes the Sale Count and divides it by tour count.
Location which is where this all takes place. Based on date as well.
on excel it would look like this
| Location | #Tour | # of Sales | Price | Efficiency | Closing % |
| NC Mem Update | 149 | 60 | $777,443.06 | $5,217.74 | 40.27% |
| IM Members | 1 | 1 | $6,896.55 | $6,896.55 | 100.00% |
| Members subtotal | 150 | 61 | $784,339.61 | $5,228.93 | 40.67% |
| Totals | 150 | 61 | $784,339.61 | $5,228.93 | 40.67% |
Then at the end it totals as you can see the closing is 40.67% not 140.67%
Usually I need to run two reports to get all the numbers. All fields are in the one form now.
Do I need to make summary fields first for the tour count and sale count so it combines based on the location field?
thanks for any input
