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Home AVImark Forum Shared Information Searches How to get 1 months sales from a certain...

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	Subject :How to get 1 months sales from a certain class of client... 12-02-2011 12:04:44
	aliciapetclinic User Joined: 09-15-2011 04:24:02 Posts: 5 Location:  I am trying to generate a report to show the sales from one class of client for a specific period of time and the only thing I can get the information search to do is generate fiscal sales. I need one month at a time. Is there a way to request that? Thanks -Josh IP Logged
	Subject :Re:How to get 1 months sales from a certain class of client... 12-05-2011 03:06:48
	Information Search Ideas Advanced User Joined: 10-11-2010 09:14:32 Posts: 72 Location:  Josh Here are two searches for you to choose from. The first search called: Discount Class Sales looks at any transactions posted into accounting during a particular time frame. These transactions could be paid or unpaid. The second search called: Discount Class Payments looks at any payments posted into accounting during a particular time frame. Negative totals represent positive payment amounts. To place either or both of these searches into your AVImark system, you will want to: Highlight and copy all of the color coded information for one search. Go to work with Information Search Cancel View Code Editor Erase all information in this window Paste the copied code into this window OK If asked to add the search, say 'Yes' Once this is complete, you can save the search and run. Repeat with other search if desired. Discount Class Sales search [Client] code 'M$BB0633' name 'Discount Class Sales' category 'MSS Searches' ( [Account-Date] is between 'ENTER START DATE HERE' 'ENTER END DATE HERE' and [Account-Account Type] equals 's,t' and [Client-Discount Class] equals 'ENTER CLIENT DISCOUNT CLASS HERE' ) report ( [Client-Account], [Client-Full Name] width 30, [Account-Amount] summary (sum) ) sort by (0 ascending) summarize by sort order Discount Class Payments search [Client] code 'M$BB0634' name 'Discount Class Payments' category 'MSS Searches' ( [Account-Date] is between 'ENTER START DATE HERE' 'ENTERE END DATE HERE' and [Account-Account Type] equals 'c,d,e,h,m,o,p,v,$,0,1,2,3,4,5,6,7,8,9' and [Client-Discount Class] equals 'ENTER CLIENT DISCOUNT CLASS HERE' ) report ( [Client-Account], [Client-Full Name] width 30, [Account-Amount] summary (sum) ) sort by (0 ascending) summarize by sort order IP Logged
	Subject :Re:How to get 1 months sales from a certain class of client... 12-05-2011 05:25:43
	aliciapetclinic User Joined: 09-15-2011 04:24:02 Posts: 5 Location:  Thanks! I will give them a try. -Josh IP Logged
	Subject :Re:How to get 1 months sales from a certain class of client... 12-12-2011 02:58:00
	Information Search Ideas Advanced User Joined: 10-11-2010 09:14:32 Posts: 72 Location:  Your Welcome Have a great day ! IP Logged
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