Monthly Billings Report ? (How much business did we book/Invoice during month X)

[Adrien Monteleone]

You could leverage a multi-column report perhaps with a customer report in each column, that will get you invoice & payment detail, but no aggregate totals across all customers. (but each customer would have it’s own total)

Then there is the P&L/Income Statement, but it will show you revenue by type (account) not by customer. It will have a total however.

Finally, there is the Customer Report. The Sales column will show what you want. Though you may not need the other columns, the only one you can turn off is the expense column. I’ve yet to figure out where to put costs or markup figures for that report to make much sense. It will report a sales total per customer with a grand total.

If you want to see revenue by type AND customer with totals, you’ll have to make your own report either with SQL or Scheme.

All of these reports (as are any others in GnuCash) allow you to set either the date of the report, (such as for a Balance Sheet) or the date range the report covers. There are shortcut date selectors for month, quarter, year and ‘accounting period’ (if your fiscal year differs from the calendar) as well as boxes to let you put in any specific dates you want. You’ll find that under the General tab of any report options.


Regards,
Adrien

> On Feb 20, 2018, at 3:41 PM, Fran_3 via gnucash-user <gnucash-user at gnucash.org> wrote:
> 
> I'm sure there is a way but I haven't found it yet...
> How do we run a report to see how much business we booked/invoiced for a particular month?Total and/or including a list of customers and amounts?
> Ditto for  a specified period of time... current quarter, last quarter, so far this year... so far this date last year... etc?
> Thanks for any help.
> Fran 3
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