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Forums OroCRM OroCRM – How do I? Questions "Financial" Reporting

This topic contains 2 replies, has 3 voices, and was last updated by  Dima Soroka 1 year, 7 months ago.

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    Topic
  • #26121

    brianmc
    Participant

    I’d like to pull in all the transaction data from the POS into Oro CRM, and then create a sales report that calculates:
    Formula 1. Transaction number / (Product X + Product Y + Product Z)
    Formula 2. Sales Revenue / Transaction number
    I want to do this for different periods e.g. months or years or custom dates vs previous years

    In effect I am using OroCRM reports to do some financial reporting. Is Oro CRM able to do this? I’m thinking I’m trying to fit a “financial report round peg into a CRM square hole”.” And maybe should use other software.

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  • #26122

    Artem Liubeznyi
    Keymaster

    Hi Brian,

    Such reports cannot be created with the existing report builder UI but you might try to write a custom report.

    #26123

    Dima Soroka
    Keymaster

    More information about custom reports you can find in our documentation.

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