I'm guessing I'll need to order a custom query for this, but I'd like be able to export the data for A/R for the past 12 months, grouped by month. Basically I'd like to export the data to CSV so I can play with it in Excel.
Anyone have something like that? I didn't see one in the query examples.
A/R Grouped by Month Query (like dashboard)
-
- Posts: 293
- Joined: Mon Apr 22, 2013 8:49 am
- Location: Dallas, TX
- Contact:
Re: A/R Grouped by Month Query (like dashboard)
The AR report on the dashboard isn't so much "Grouping" by month, as it is running an AR report AsOf that month's date, and then plotting the values. You could do the same thing. You can either run an AR report (query examples #666, #718 or any other) with an AsOf date set at the top to be the first/last of the month. You would then run that report multiple times, once for each month you want data for.
Alternatively, if you just want to see exactly what the dashboard is showing, you can query the table that is storing those dashboard AR values (assuming they have been calculated already). A query to give you the values that the dashboard is using is as follows:
Alternatively, if you just want to see exactly what the dashboard is showing, you can query the table that is storing those dashboard AR values (assuming they have been calculated already). A query to give you the values that the dashboard is using is as follows:
Code: Select all
SET @FromDate='2013-12-31', @ToDate='2014-04-30';
SELECT DateCalc, BalTotal, InsEst
FROM dashboardar
WHERE DateCalc BETWEEN @FromDate AND @ToDate