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| CustomSummary Report and UNbilled costs only |
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| Posted : 2008-06-01 07:00:22 |
My QB report is a Custom Summary Report with Display Columns by Total only and Display rows by Customer with Filter of Billing Status = Unbilled. This gives me what is unbilled costs by customer but with totals only. I am trying to create the equivalent report with QODBC, but Billing Status is not an available parameter and ItemLineBillableStatus is not an available column in this report. Suggestions? |
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| Tom |
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| Group | : Administrator |
| Posts | : 5510 |
| Joined | : 2006-02-17 |
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| Posted : 2008-06-02 08:28:26 |
You need to use a CustomTxnDetail report as it has a BillingStatus filter.
sp_report CustomTxnDetail show Text, Blank, TxnType, Date, RefNumber, Name, Memo,
Account, ClearedStatus, SplitAccount, Debit, Credit, BillingStatus
parameters DateMacro = 'ThisMonthToDate', SummarizeRowsBy = 'TotalOnly',
OpenBalanceAsOf = 'Today' where BillingStatus= 'Unbilled'
See: How do I run a CustomTxnDetail Report? for more. |
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| Posted : 2008-06-04 09:27:52 |
| I am only interested in total balances for each client. Despite the parameter of SummarizeRowsBy='TotalOnly', I still get many transactions for each customer. The CustomSummary report is exactly what I need, but I just need to filter out billed jobs. |
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| Tom |
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| Group | : Administrator |
| Posts | : 5510 |
| Joined | : 2006-02-17 |
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| Posted : 2008-06-04 10:19:36 |
Try working with this:
sp_report CustomTxnDetail show TxnType, Date, RefNumber, Name, Memo,
Account, ClearedStatus, SplitAccount, BillingStatus, Amount
parameters DateMacro = 'ThisMonthToDate', SummarizeRowsBy = 'Customer',
OpenBalanceAsOf = 'Today', ReportDetailLevelFilter = 'SummaryOnly' where BillingStatus= 'Unbilled' |
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| Posted : 2008-06-05 08:19:52 |
That query only produces 1 record but I know it should produce closer to 800 records. Here is the VBDemo screenshot.
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| Tom |
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| Group | : Administrator |
| Posts | : 5510 |
| Joined | : 2006-02-17 |
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| Posted : 2008-06-05 08:45:30 |
Detail level refers to the detail lines in a transaction (for example, the line items on an invoice or the expense account detail on a check). When you create a transaction report, you can use this filter to show or suppress the detail lines for each transaction.
All - Include the detail lines for each transaction. For an invoice, for example, the report shows the amount of each line item as well as the invoice total.
SummaryOnly - Exclude detail lines. The report shows only the total amount of each transaction.
AllExceptSummary - Include the detail lines for each transaction without the transaction totals.
so this ins't going to help you. The problem with the CustomTxnDetail report script that I gave you is that the Total lines are being blocked by the BillingStatus= 'Unbilled' filter. This works a little better:
sp_report CustomTxnDetail show Blank, RowData, TxnType, Date, RefNumber, Name, Memo,
Account, ClearedStatus, SplitAccount, BillingStatus, Amount
parameters DateMacro = 'ThisMonthToDate', SummarizeRowsBy = 'Customer',
OpenBalanceAsOf = 'Today' where BillingStatus= 'Unbilled' or Blank is not null |
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