topic Re: Report for line item quantity per month. Single customer in Dashboards & Reporting

Report for line item quantity per month. Single customer

EXayavong — Wed, 14 Aug 2024 17:32:30 GMT

Hi everyone,

I wanted to create a report that can show me the line item count per month for a given company. My team wanted something visual, this is as far as I got.

Re: Report for line item quantity per month. Single customer

Josh — Wed, 14 Aug 2024 17:52:21 GMT

Hi @EXayavong,

Technically you're not wrong as far as your approach so far. I am assuming the filter applied is the customer? Have there been sales in other months that aren't appearing? Can you share a screenshot of the filter?

Re: Report for line item quantity per month. Single customer

EXayavong — Wed, 14 Aug 2024 19:06:34 GMT

Hi @Josh

Yes the filter is the one customer. There should be sales in every month. I posted an image of another report that has the sales by month

Re: Report for line item quantity per month. Single customer

Josh — Wed, 14 Aug 2024 19:10:36 GMT

Hi @EXayavong,

For those deals in other months, are they using line items in quotes?

It might be easier to screen-share this one. Send me an email (joshc@protocol80.com) if you want to connect via Google Meet to troubleshoot.