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Is there a setting somewhere to get the software to calculate top customers, volumes etc. on the customer dashboard by payment date rather than invoice date? Since I do taxes based on when the jobs are paid, it would be helpful to be able to get the totals by payment date rather than invoice/work date.
Well, quickreports will allow to implement that. In invoices, we have Date paid in full column. You can use it for example, to create top customers chart, something like this, if I understood your question correctly:
I've added invoice term as a Series source, customer name and currency name as argument, and invoice amount as a value.
If you need top5 for example, right click on a customer name and select Top N:
Will that work?
Yes, that's exactly what I'm looking for. Do you have a step-by-step guide to create that report? I got to the choosing the data source step but couldn't figure out how to do the rest.
I've actually shown everything on that 2 screenshots. Create quickreport, select Invoices as data source, on the toolbar click on any widget (Chart in the example above), then you will see a picture like on first screenshot. Then drag and drop fields from left tree to corresponding cells in the chart configuration panel. That's all
General section of docs about this is here:
That's the part I was missing (clicking on the widget). Thank you!