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Report to Show Total Sales per person

Mandi Lytle

I have created a Total Purchases field on the Account cards, which is a calculated value based off of each purchase order amount field that is entered. I am struggling to create a report which shows me the username of who the account is assigned to and the Total purchases for all of their accounts in a certain time frame. I thought I was close, as I made a Matrix report with the display summaries as follows. 

The Total Purchases is way higher than it should be- Its like it is multiplying the total by how many individual purchases were entered. Maybe that is what the SUM is supposed to do in this instance.  I tried using MAX: Total Purchases, but I can't seem to get this right.  I have tried different types of reports as well, but do not seem to get what I am looking for. Any ideas?

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    Hi Mandi,

    The issue is you are reporting across two modules, the accounts module and purchases so it will be giving you duplicate data. 

    You are better off just reporting on the purchases module  filtering by your date periods on a run time and grouping by the assigned user and account record related to the actual purchases.

    Thanks

    Joe

  • 0 in reply to Joe Bushnell

    Thanks Joe, I did try that but all purchases are uploaded by the admin not manually added by the assigned to person. So when I put 'assigned to' in the purchases module, it only pulls admin. The total purchases field is only found on the Accounts as it was a custom field that I created to calculate all order amounts from each purchase entered (in the purchase module) into one field to show the total for that account.  I am looking for a report that will just pull the exact amount that is in that field (from the account module), who the account is assigned to and then when the orders were added (from the purchase module). Even when I start with the purchase module and try to pull a sum of all of the order amounts, it is still duplicating. 

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  • 0 in reply to Joe Bushnell

    Thanks Joe, I did try that but all purchases are uploaded by the admin not manually added by the assigned to person. So when I put 'assigned to' in the purchases module, it only pulls admin. The total purchases field is only found on the Accounts as it was a custom field that I created to calculate all order amounts from each purchase entered (in the purchase module) into one field to show the total for that account.  I am looking for a report that will just pull the exact amount that is in that field (from the account module), who the account is assigned to and then when the orders were added (from the purchase module). Even when I start with the purchase module and try to pull a sum of all of the order amounts, it is still duplicating. 

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