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vtiger The Honest Open Source CRM
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xavier
Joined: 09 May 2006
Posts: 5
Location: Paris, FRANCE
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| Posted: Thu Aug 10, 2006 7:52 am Post subject: $ Amounts in reports with invoices, sales & quotes |
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Hello,
We have been using Vtiger for a few months and we have found out over time that generating reports with $ amounts is impossible except for potentials.
In addition to potentials, we need to get $ values in different reports. For example we need to track real sales results and not only potentials, difference between sales and invoices, split of sales by products, etc ...
Can anyone tell me how to get reports including $ values associated with quotes, sales and invoices ?
We are currently using version 4.2.3 and are considering moving to version 5 when it is stable, so my request is valid for both versions.
Thanks for your help
Rgds
Xavier |
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KLeo
Joined: 19 Nov 2005
Posts: 198
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| Posted: Thu Aug 10, 2006 9:30 am Post subject: $ Amounts in reports with invoices, sales & quotes |
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I think, here is a possible solution:
http://forums.vtiger.com/viewtopic.php?t=5830&highlight=
Regards,
Kleo |
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xavier
Joined: 09 May 2006
Posts: 5
Location: Paris, FRANCE
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| Posted: Fri Aug 18, 2006 11:52 am Post subject: $ Amounts in reports with invoices, sales & quotes |
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KLeo wrote: I think, here is a possible solution:
http://forums.vtiger.com/viewtopic.php?t=5830&highlight=
Regards,
Kleo Hi Kleo,
Thanks for the hint.
We have implemented it and it works fine.
Combined with the ability to make reports that contain personalized fields, we have a completely running solution, which was not the case in the standard implementation of Vtiger.
Hopefully these 2 features will be implemented directly in Vtiger 5.
Rgds
Xavier |
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