Does anyone have a gi that can leverage the sales since details to output customer sales details for a period of time?
Please let me know about your feedback after you reviewed Gabriel's demo and files. We can schedule a call to review your report details, I'd be happy to assist you with building this.
Director of Support & Services
I recorded a demo of how to build a custom sales report with Velixo and posted it on YouTube a while back:
I have attached a sample inquiry that you can import to Acumatica and the associated spreadsheet. To import the inquiry to Acumatica, follow the instructions in this article.
We are working on a new set of ready-to-use templates, sales reports will definitely be a part of that. Stay tuned.
Please clarify your request with screenshots.