If you'd like to post the Filter that you are using and describe what it is that you're trying to achieve with the report, then perhaps I or one of the other forum contributors can help...
The problem is trying to use the DocumentHeaders.SoldToCompany field for your From & To Date filters. You probably want to be using the DocumentHeaders.DocDate field instead.
See example attached. Note that you can also default the Prompt value using the &SYS_ macros you see listed in the "Use Macro Field" dropdown. &SYS_FirstDayOfLastMonthForSQL and &SYS_FirstDayOfCurrentMonthForSQL will be your friends if you want the report to default to last months details.
Thank yo very much. I think that was helpful. Before when I tried to generate a report, a window would pop up saying I need to edit the filter. This time, it generated a report. The report is blank though, so I am still missing something. I am typing Orders manually because I do not see it in the database, but we cannot include all quotes since some do not become actual orders.
Is the third one, relating to SoldToCompany a prompt? i.e. it's asking you for the name?
DocType=ORDER (not ORDERS)
I'm sure this will be really simple, and the forum might not be the quickest way.
Ping me an email if you'd like a screensharing session.
matt@prestigequoting.com
I'm trying to add a date picker to the beginning of the commission report - how do I do this please?
Ref. screenshot: if you follow the instructions in my post above, then a date picker is available when you click the magnifying glass on the Filter popup.
David Spangler
I am having difficulty creating a correct filter. When I attempt to export the file, I get a notice to edit my filter