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Number of Invoices per Customer Report

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    Number of Invoices per Customer Report

    I am trying to learn to use the QReportBuilder to see if it will allow me to get the customized reports that our company needs.

    I am a web development programmer and accustomed to PHP and MySQL - so I have some idea how database structures and queries work. However, I am having a hard time finding info on the language used in the QReportBuilder to create statements.

    I can tell it I want to pull refnumber and customerreffullname but when it comes to applying a 'for_each(customerreffullname) count(refnumber)' statement I can't seem to get it right.

    I tried the help but the info under "count" doesn't seem to have what I am looking for - would anyone here be willing to help me learn what I am doing wrong? Or point me in the right direction for info on the scripting languages used so I can learn them? (Maybe there's a dummies book out there?) :o

    #2
    Re: Number of Invoices per Customer Report

    Hi Tracy! Welcome to the forum.

    I and others will try to help, but mostly with very specific questions.

    The language you are asking about is called xbasic and is part of the underlying program of QReportBuilder (QRB) which is based on Alpha Software. The online help file can help you find functions....in fact when writing an expression in QRB, there is a link that will bring up a help file on a specific function if wanted....a bit of a catch 22 in some cases as you many times need to know the function first!! :)

    Rereading your post also gives me the possibility that you are not actually referring to Alpha's xbasic language but perhaps the SQL syntax that is used to connect the Passive linked tables to Quickbooks.....need to know which in order to know what to help with really.
    Mike
    __________________________________________
    It is only when we forget all our learning that we begin to know.
    It's not what you look at that matters, it's what you see.
    Henry David Thoreau
    __________________________________________



    Comment


      #3
      Re: Number of Invoices per Customer Report

      Thank you MikeC.

      Maybe I am going about it backwords - not sure. I created a report wiht just two fields - Invoice Number and Customer Full Name (I forget the actual field names now, refnumber and customerreffullname I believe).

      From the Edit Report layout screen I click on Calculated Fields and Expression Builder and then Functions. From here I have difficulties trying to tell it I want it to count how many Invoice Numbers there are for each Customer Full Name.

      I tried viewing the help for the count() function, but it didn't seem to cover what I am trying to do. Quite a few of the help titles were not even links going to information - just plain text basically letting you know there are other things it can do but not actually letting you know how.

      I need to see examples of real functions to understand how to make them work - I've never been good at understanding what to change "foo" too - LOL

      Comment


        #4
        Re: Number of Invoices per Customer Report

        Tracy,
        It can be much easier than that! Utilize the genie in this way.
        First if you have been able to right click on the detail band and created a grouping based upon your customername and then add the customername field to it. A footer for this group should appear as well then or can be added after. Using the drag-drop list, add just the RefNumber field to the footer (think you also referred to this as your invoice number)....the Genie should pop up--if it doesn't, then cancel/delete the field and first press the "Genie" lamp icon on the drag-drop list and add the RefNumber again to the grouping footer. In the Genie dialog, you will see a count as a choice--choose it. It will count only the RefNumbers in the specific group's footer.
        Mike
        __________________________________________
        It is only when we forget all our learning that we begin to know.
        It's not what you look at that matters, it's what you see.
        Henry David Thoreau
        __________________________________________



        Comment


          #5
          Re: Number of Invoices per Customer Report

          Thanks Mike!!

          That worked great!! Much Easier :)

          My only thing now, is that it is printing the number of orders multiple times if they've ordered multiple times :(

          I have a Report Header of:
          Orders per Customer
          Customer: Orders:


          I have a Detail of (it's all on one line in the designer so it lines up with the header):
          Customer cnt_Orders_per_customer_refnumber_for_Customerreffullname, display: 10.0


          That is it - nothing else on the builder screens.

          When I preview my report I get

          Orders per Customer
          Customer: Orders:
          adv 1

          agh 1

          auk 2

          2

          auke 1

          etc...

          How do I remove the spaces between customer names and the additional printing of the number of orders? (see how 2 printed twice).

          I apologize for the spacing not looking right - but the forum board automatically removes my spacing :(

          Comment


            #6
            Re: Number of Invoices per Customer Report

            Tracy,
            A screenshot of your report in design mode can be attached to a thread post (a .png works best). Either that or a sample of the report attached. Either will help to reduce the amount of guessing that will be done in trying to present you with a specific solution.

            Repeating values can be a result of placing the parent field into the detail section when a one-to-many set is being used.

            Spaces can be a ton of things----try right clicking on a band, choose properties, then region and check the checkbox, if available, to shrink the band.
            Mike
            __________________________________________
            It is only when we forget all our learning that we begin to know.
            It's not what you look at that matters, it's what you see.
            Henry David Thoreau
            __________________________________________



            Comment


              #7
              Re: Number of Invoices per Customer Report

              Well - talk about interesting - LOL

              I have the report builder installed on the server, with the thought that, since management has the ability to remotely log-in to the server, they could easily access whatever reports I build and pull them as needed.

              The server doesn't have any software installed that would allow me to save a screen print - so I figured I'd just do the remote login. Turns out, when I remotely log in the qb reporter doesn't recognize I've already set it up to evaluate and has me re-fill out the form and doesn't remember the reports I've already built!

              Ok - so I figure this was an easy enough report to build, I'll just rebuild it. And guess what.... wouldn't ya know the re-built report works perfectly - LOL Oy!

              Not sure what I did different - but hey! It's working now - LOL :o

              Comment


                #8
                Re: Number of Invoices per Customer Report

                Glad to hear it's working now! :)
                Mike
                __________________________________________
                It is only when we forget all our learning that we begin to know.
                It's not what you look at that matters, it's what you see.
                Henry David Thoreau
                __________________________________________



                Comment


                  #9
                  Re: Number of Invoices per Customer Report

                  Originally posted by TracyS View Post
                  The server doesn't have any software installed that would allow me to save a screen print - so I figured I'd just do the remote login. Turns out, when I remotely log in the qb reporter doesn't recognize I've already set it up to evaluate and has me re-fill out the form and doesn't remember the reports I've already built!
                  The datamart for QRB is (by default) located with the the My Documents folder for a user. Each user gets their own My Documents folder. This was intentionally done to avoid multi-user conflict.

                  You can move a report from one datamart to another using the export/import report definition options on the QRB homepage.

                  Originally posted by TracyS View Post

                  Not sure what I did different - but hey! It's working now - LOL :o
                  I'm glad to hear that it's working as desired.

                  You are more than welcome to come to the weekly webinar and share your ideas. And we appreciate you sharing them here too..
                  Al Buchholz
                  Bookwood Systems, LTD
                  Weekly QReportBuilder Webinars Thursday 1 pm CST

                  Occam's Razor - KISS
                  Normalize till it hurts - De-normalize till it works.
                  Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
                  When we triage a problem it is much easier to read sample systems than to read a mind.
                  "Make it as simple as possible, but not simpler."
                  Albert Einstein

                  http://www.iadn.com/images/media/iadn_member.png

                  Comment


                    #10
                    Re: Number of Invoices per Customer Report

                    Originally posted by Al Buchholz View Post
                    You are more than welcome to come to the weekly webinar and share your ideas. And we appreciate you sharing them here too..
                    There's a weekly webinar?! When & Where? :)

                    Comment


                      #11
                      Re: Number of Invoices per Customer Report

                      Tracy,
                      Within both Al's and my post signature is a link that will bring you to the appropriate site....every Thursday at 1:00 pm Central time (lasts about an hour).
                      Mike
                      __________________________________________
                      It is only when we forget all our learning that we begin to know.
                      It's not what you look at that matters, it's what you see.
                      Henry David Thoreau
                      __________________________________________



                      Comment

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