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Create a sales report for a selected period

You need to create a Sales Report that has the following Columns:
1. BP status: New order, Dispatched, Completed, Delivery refused, Returned, Disposal.
2. The number of BPs that passed through the stage:
- in the New order line, we write down all the BPs that have passed the New order stage for the selected period;
- in the Sent line, write down the number of BPs that have passed the stage Delivered by NP;
- in the line Refusal on delivery, we write down the number of orders that have passed the Check for the amount of the process stage;
- in the line Returned, we write down the number of orders that passed the stage. The goods returned to the warehouse;
- in the line Utilization we write down the number of orders that have passed the Utilization stage.
3. Cost price - the cost price of these BPs in each status is recorded.
4. Amount - the amount of BP on each status is recorded.
5. Margin - the difference between the Amount and Cost on each status.
6. Conversion - the percentage ratio
Оригинальный вопрос доступен на версии: ru

Answers:


Hakobyan Andranik Mayisovich
Attached is a table of what it should look like.
10.03.2021, 15:43
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Good afternoon. The "Table of tasks/orders/projects" block in the report constructor will help you. In it, you can set grouping by process status and display the necessary fields or additional fields. For point 6, as far as I remember, there is nothing similar, it needs to be finalized. Estimate the cost of improvement?
12.03.2021, 15:58
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Gimli son of Gloin
dwarf wrote:
Good afternoon. The "Table of tasks/orders/projects" block in the report constructor will help you. In it, you can set grouping by process status and display the necessary fields or additional fields. For point 6, as far as I remember, there is nothing similar, it needs to be finalized. Estimate the cost of improvement?

I tried to set up as you said. But it turned out not quite that boring:
1. Only those statuses are displayed that have BP at the end of the period, but I need to show how many BP went through each stage for the selected period.
2. The report gives all statuses, and I need only those that I have listed.
3. The number of BPs on each status must be displayed in a separate column, and not written in a column with the name of the BP.
4. According to paragraph 6, calculate the cost of revision
14.03.2021, 21:34
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Treebeard
the oldest of the Ents wrote:
Good afternoon. The "Table of tasks/orders/projects" block in the report constructor will help you. In it, you can set grouping by process status and display the necessary fields or additional fields. For point 6, as far as I remember, there is nothing similar, it needs to be finalized. Estimate the cost of improvement?

?
17.03.2021, 14:10
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Unfortunately, I do not remember a report that would show such data.
I can suggest that you finalize a new report that will show all the data you need with conversions, filters, and other functionality described in the task topic. Completion of such a report will take about 10 hours.
17.03.2021, 14:25
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Treebeard
the oldest of the Ents wrote:
Unfortunately, I do not remember a report that would show such data.
I can suggest that you finalize a new report that will show all the data you need with conversions, filters, and other functionality described in the task topic. Completion of such a report will take about 10 hours.

Good for us. Only by filters you need to not only indicate the date of creation of the BP, but also the time
17.03.2021, 16:25
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I realized that it will be necessary to make a setting in the filter or a new filter (I'll see what will be more convenient in the process). +1h I'm billing at 11 o'clock.
17.03.2021, 16:31
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Dmitry
the oldest of the Ents wrote:
I realized that it will be necessary to make a setting in the filter or a new filter (I'll see what will be more convenient in the process). +1h I'm billing at 11 o'clock.

Hello, when will the report be ready?
29.03.2021, 19:23
Оригинальный комментарий доступен на версии: ru

Good afternoon. Here is the customized report on your system https://andser.crm-onebox.com/admin/report/designer/23/view/?filter_order_cdatef... D0%B8%D0%BB%D1%8C%D1%82%D1%80%D0%BE%D0%B2%D0%B0%D1%82%D1%8C . If suddenly I chose the wrong statuses, please select new ones, since the names were not indicated accurately - I chose intuitively.
Please note that if you do not filter the Date of transition to the status from, then it is automatically entered for the report as the current date minus one month.
The bulk order report can be configured in a similar way.
06.04.2021, 16:28
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Dobby
best house-elf ever wrote:
Good afternoon. Here is the customized report on your system https://andser.crm-onebox.com/admin/report/designer/23/view/?filter_order_cdatef... D0%B8%D0%BB%D1%8C%D1%82%D1%80%D0%BE%D0%B2%D0%B0%D1%82%D1%8C . If suddenly I chose the wrong statuses, please select new ones, since the names were not indicated accurately - I chose intuitively.
Please note that if you do not filter the Date of transition to the status from, then it is automatically entered for the report as the current date minus one month.
The bulk order report can be configured in a similar way.

In filtering, we asked to set the date of creation of the BP, and not the transition to the status. I could set up a transition status report myself
06.04.2021, 18:03
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Hakobyan Andranik Mayisovich wrote:
and I need to show how many BP went through each stage for the selected period.

transitions are filtered accordingly. The filter by order creation date is by default in this constructor, you can safely put it on your stage. But then not all processes that changed stages in the selected period will fall under the filtering, but only those that were created in the selected period
06.04.2021, 18:12
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Dobby
best house-elf ever wrote:

Hakobyan Andranik Mayisovich wrote:
and I need to show how many BP went through each stage for the selected period.

transitions are filtered accordingly. The filter by order creation date is by default in this constructor, you can safely put it on your stage. But then not all processes that changed stages in the selected period will fall under the filtering, but only those that were created in the selected period

We need to see all the orders that have been created, let's say for a month. And how did they go through the stages.
I set the default filter by creation date and this is what it shows
06.04.2021, 18:39
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Dobby
best house-elf ever wrote:
Please note that if you do not filter the Date of transition to the status from, then it is automatically entered for the report as the current date minus one month.

I specifically drew your attention to this point. I removed this logic by default, because unfortunately you did not understand how it works.
06.04.2021, 18:44
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Dobby
best house-elf ever wrote:

Dobby
best house-elf ever wrote:
Please note that if you do not filter the Date of transition to the status from, then it is automatically entered for the report as the current date minus one month.

I specifically drew your attention to this point. I removed this logic by default, because unfortunately you did not understand how it works.

Now what is needed. Another question: is it possible to add the same table only with OPT Orders in the same report?
06.04.2021, 19:15
Оригинальный комментарий доступен на версии: ru

go to the report settings https://andser.crm-onebox.com/admin/report/desiner/23/ and add the second exactly the same block only with different statuses. After choosing the statuses, save the block, then the columns "Status from which to count the conversion ..." will appear, select the statuses from which to count the conversion. Filters from the filtration panel will act on 2 reports at once.
07.04.2021, 10:57
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Chewbacca
Wookiee wrote:
go to the report settings https://andser.crm-onebox.com/admin/report/desiner/23/ and add the second exactly the same block only with different statuses. After choosing the statuses, save the block, then the columns "Status from which to count the conversion ..." will appear, select the statuses from which to count the conversion. Filters from the filtration panel will act on 2 reports at once.

So the thing is that I can't add the same block to this report
07.04.2021, 12:23
Оригинальный комментарий доступен на версии: ru

I confused its name - sorry. Then you need to create the same report but for a different type of bp
07.04.2021, 12:44
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Chewbacca
Wookiee wrote:
I confused its name - sorry. Then you need to create the same report but for a different type of bp

Yes, I also remembered that I asked to add in the filtering not just the date, but also the time. I paid for this for 1 hour.
07.04.2021, 19:42
Оригинальный комментарий доступен на версии: ru

Do you need not in the new filter that I added, but in the filter by creation date?
08.04.2021, 10:09
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Chewbacca
Wookiee wrote:
Do you need not in the new filter that I added, but in the filter by creation date?

We need to add a time selection in the filter by the date of creation of the BP
08.04.2021, 14:45
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08.04.2021, 17:39
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Chewbacca
Wookiee wrote:
Made a setting in the filter block https://andser.crm-onebox.com/admin/report/desiner/23/filter/

Report not working correctly https://andser.crm-onebox.com/admin/report/desiner/25/view/?filter_order_cdatefr... =&templateid=&ok=%D0%A4%D0%B8%D0%BB%D1%8C%D1%82%D1%80%D0%BE%D0%B2%D0%B0%D1%82%D1%8C
Here writes 241 orders New
And here 526
https://andser.crm-onebox.com/admin/customorder/order/?filterclientid[0]=&fi... 0]=14&statusid[0]=83&statusid[1]=194&statusid[2]=101&statusid[3]=172&statusid[4]=90&statusid[5]=95&statusid[6]=171&statusid[7]=109&statusid[8]=188&statusid[ 9]=85&statusid[10]=86&statusid[11]=178&statusid[12]=116&statusid[13]=112&statusid[14]=179&statusid[15]=180&statusid[16]=115&statusid[17]=113&statusid[18]=208&statusid[ 19]=206&statusid[20]=110&statusid[21]=102&statusid[22]=217&statusid[23]=92&statusid[24]=170&statusid[25]=103&statusid[26]=169&statusid[27]=93&statusid[28]=88&statusid[ 29]=104&statusid[30]=108&statusid[31]=89&statusid[32]=181&statusid[33]=186&statusid[34]=177&statusid[35]=107&statusid[36]=209&statusid[37]=215&statusid[38]=218&statusid[ 39]=237&statusid[40]=238&statusid[41]=239&statusid[42]=240&statusid[43]=241&statusid[44]=242&statusid[45]=243&statusid[46]=244&statusid[47]=251&statusid[48 ]=258&filterordercomments=&ok=1&searchLine=
14.04.2021, 12:14
Оригинальный комментарий доступен на версии: ru

Good afternoon. On this number of processes, it is impossible to understand why you see other numbers in the report. Please give a shorter period, where there will be 10-20 orders so that you can understand which of the orders is not considered in the report and why
16.04.2021, 12:28
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Chewbacca
Wookiee wrote:
Good afternoon. On this number of processes, it is impossible to understand why you see other numbers in the report. Please give a shorter period, where there will be 10-20 orders so that you can understand which of the orders is not considered in the report and why

So the filter by date does not work correctly. I set the period to 16 hours, and it says that there were 503 orders
https://andser.crm-onebox.com/admin/report/designer/25/view/?filter_order_cdatef... A4%D0%B8%D0%BB%D1%8C%D1%82%D1%80%D0%BE%D0%B2%D0%B0%D1%82%D1%8C
16.04.2021, 12:55
Оригинальный комментарий доступен на версии: ru

Yes, the filter was the problem. Now:
https://andser.crm-onebox.com/admin/report/desiner/25/view/?filter_order_cdatefr... A4%D0%B8%D0%BB%D1%8C%D1%82%D1%80%D0%BE%D0%B2%D0%B0%D1%82%D1%8C
and
https://andser.crm-onebox.com/admin/customorder/order/?filterclientid[0]=&fi... 0]=14&statusid[0]=83&statusid[1]=194&statusid[2]=101&statusid[3]=172&statusid[4]=90&statusid[5]=95&statusid[6]=171&statusid[7]=109&statusid[8]=188&statusid[ 9]=85&statusid[10]=86&statusid[11]=178&statusid[12]=116&statusid[13]=112&statusid[14]=179&statusid[15]=180&statusid[16]=115&statusid[17]=113&statusid[18]=208&statusid[ 19]=206&statusid[20]=110&statusid[21]=102&statusid[22]=217&statusid[23]=92&statusid[24]=170&statusid[25]=103&statusid[26]=169&statusid[27]=93&statusid[28]=88&statusid[ 29]=104&statusid[30]=108&statusid[31]=89&statusid[32]=181&statusid[33]=186&statusid[34]=177&statusid[35]=107&statusid[36]=209&statusid[37]=215&statusid[38]=218&statusid[ 39]=237&statusid[40]=238&statusid[41]=239&statusid[42]=240&statusid[43]=241&statusid[44]=242&statusid[45]=243&statusid[46]=244&statusid[47]=251&statusid[48 ]=258&filterordercomments=&filterdelivery=&ok=1&searchLine=
show the same result.
20.04.2021, 09:22
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R2-D2
droid wrote:
Yes, the filter was the problem. show the same result.

No. doesn't work, here is an example
https://andser.crm-onebox.com/admin/customorder/order/?filterclientid[0]=&fi... 0]=14&statusid[0]=83&statusid[1]=194&statusid[2]=101&statusid[3]=172&statusid[4]=90&statusid[5]=95&statusid[6]=171&statusid[7]=109&statusid[8]=188&statusid[ 9]=85&statusid[10]=86&statusid[11]=178&statusid[12]=116&statusid[13]=112&statusid[14]=179&statusid[15]=180&statusid[16]=115&statusid[17]=113&statusid[18]=208&statusid[ 19]=206&statusid[20]=110&statusid[21]=102&statusid[22]=217&statusid[23]=92&statusid[24]=170&statusid[25]=103&statusid[26]=169&statusid[27]=93&statusid[28]=88&statusid[ 29]=104&statusid[30]=108&statusid[31]=89&statusid[32]=181&statusid[33]=186&statusid[34]=177&statusid[35]=107&statusid[36]=209&statusid[37]=215&statusid[38]=218&statusid[ 39]=237&statusid[40]=238&statusid[41]=239&statusid[42]=240&statusid[43]=241&statusid[44]=242&statusid[45]=243&statusid[46]=244&statusid[47]=251&statusid[48 ]=258&filterordercomments=&filterdelivery=&ok=1&searchLine=
and here is the report https://andser.crm-onebox.com/admin/report/desiner/25/view/?filter_order_cdatefr... %D0%A4%D0%B8%D0%BB%D1%8C%D1%82%D1%80%D0%BE%D0%B2%D0%B0%D1%82%D1%8C
20.04.2021, 11:33
Оригинальный комментарий доступен на версии: ru

Good afternoon. When filtering, please use the time https://andser.crm-onebox.com/admin/customorder/order/ this page if you enter 2021-03-31 00:00 filters as 2021-03-31 23:59 .
28.04.2021, 17:30
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