Can someone tell me how to create a custom report that shows monthly total contributions by Sales Person? I know there is a salesperson-wise transaction summary, but that one has too much information. I don’t need to break down per sales order or item. I just need the total monthly amount for each sales person in one report.
yes you can create custom query report as per your requirement.
for that your just need to write sql query in query report for sales person wise report with reference doctype.
you will get total monthly amount for each sales person in one report.
Thanks for the reply,
Can you tell me how to go about doing this? An example would be helpful.
like you can write query script for Doctype Sales Order
and write sql query
sql query example is there on forum
or mail me email@example.com