Sage Report Writer

[konsortsystems]

I require to perform calculations at a group level within the report writer. I have created a view for all products by customer but I need to show gross profit percentage at customer account level also, but the results that are shown seem to have been calculated on the last detail line for each customer. Can anyone help?

[brucedenney]

Depends on the version of Sage.

Prior to V13 .2007 it was not possible to do.

Since then all you need to do is give the variables in the footer a different name and then reference that different name in your expression in the footer.

In your case you would have a customer footer, in there you would need and expression for the sum of the sales, an expression for sum of the cost of sales, you can now use the names of those 2 expressions in a third expression to calculate the margin.

[konsortsystems]

Hi, thanks for your response. I can calculate the actual gross profit value quite successfully at the customer group level. However, when I try and get a GP percentage figure i.e. (sales-cost)*100/cost, then I end up with the GP perc of the LAST detail in the group, and not the correct value for the group level.

Regards

[brucedenney]

The principle is the same, you need to reference the totals in the footer section, not the data in the details section.

Give the totals a new name and use that name.

If you still don't get it upload the report and I will make it an example of how to do it.

[konsortsystems]

Thanks for your responses. However, as I cannot get it to work, I have decided to obtain the results from Excel.

Regards