You can filter to only include recurring items either on the filter or in the layout of the report.
The field you're interested in is "RecurringBillingCycle" - this could be Weekly, Monthly, Quarterly or Annual
I did a report that allowed a client to see all ordered items, within a date range, grouped by RecurringCycle - sounds like it's not a million miles away from what you need. Ping me an email if you want a copy.. might be a useful starter for you?
matt@prestigequoting.com
James Scott
Good Morning Everyone
I am hoping that you can help me. I am looking to create a report that show the monthly recurring revenue for all sales in a given time period. It seams that I am missing a trick here and can't find the correct field to use.
Do you guys have a formula that will return this so that I don't have to reinvent the wheal?
ThanksĀ
James