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Creating a new report


Ragonz

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Trying to work out how much income we take from a specific country. Does anyone know if there is a way or how to create a report to gain the following information

 

Transactions + total income but able to choose a country where the clients are based

UK VAT report

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2 hours ago, Ragonz said:

Trying to work out how much income we take from a specific country. Does anyone know if there is a way or how to create a report to gain the following information

Transactions + total income but able to choose a country where the clients are based

do you need a detailed list of the transactions or just the totals for each year (and the grand total)?

the usual 3 solutions are to either...

  • find an existing report that is similar to what you want and modify it for your needs.
  • use a MySQL query directly in phpmyadmin or similar.
  • write a WHMCS report from scratch.

ultimately, all you're doing is joining tblclients to tblaccounts, specifying only GB results and then it's just a case of working out what values you need in the results.

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3 minutes ago, Ragonz said:

For now all I need is the total value per year we take from a selectable country

check your PM for the mySQL query for that. 🙂

26 minutes ago, Ragonz said:

in future it would be useful to be able to see a list of the transactions from said country for said time frame

it shouldn't be difficult to add a country filter to the transactions report that would allow you to specify a 2-letter country code to search for, e.g GB, US etc.

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