nabil Posted January 14, 2009 Share Posted January 14, 2009 (edited) We've done a little work on some of these reports and before I forget what we did I thought I would post them. The biggest thing was adding totals at the bottom of the reports - very helpful - as well as making some things like the invoice clickable on monthly invoices (which was further customised by us on the back of someone else's effort (thanks). Monthly invoices - can click to the invoice - will tweak further in future as it is misleading because it reports all invoices generated for that month - whether or not due that month. Top 10 Clients - Changed to top 50 and added totals at the bottom Recurring Income - added totals by type of payment at the bottom Monthly transactions - totals at the bottom Monthly Orders/New orders - can't remember if we added the total or if it was there already and ability to go back and forth months and the order is clickable - so I've included it. Also renamed it to New Orders Daily Performance - Added totals at the bottom (I think) Annual Income - added column totals Income Forecast - added totals at the bottom If I've included something that was already there, apologies, should have loaded these up while they were still fresh in my mind. Hope they're of use. daily_performance.txt annual_income_report.txt Edited January 14, 2009 by nabil forgot to change the php to txt 0 Quote Link to comment Share on other sites More sharing options...
nabil Posted January 14, 2009 Author Share Posted January 14, 2009 The other reports new_orders.txt monthly_invoices.txt top_50_clients_by_income.txt recurring_income.txt monthly_transactions.txt income_forecast.txt 0 Quote Link to comment Share on other sites More sharing options...
rodeoXtreme Posted January 16, 2009 Share Posted January 16, 2009 Hi Nabil These reports sound great, but I am not sure where we need to place them. Any instructions would be appreciated. 0 Quote Link to comment Share on other sites More sharing options...
nabil Posted January 16, 2009 Author Share Posted January 16, 2009 Dead easy. Simply change them to .php instead of .txt and then ftp them into the folder called reports in modules. 0 Quote Link to comment Share on other sites More sharing options...
swg Posted January 18, 2009 Share Posted January 18, 2009 Nice job on these. Looking forward to the Monthly Invoices update. Thank you. 0 Quote Link to comment Share on other sites More sharing options...
minadreapta Posted January 19, 2009 Share Posted January 19, 2009 here it is: change extension to .php, modifiy the first 2 strings inside it to suit your whmcs installation, upload it to /whmcsdir//modules/admin/ you can access it in the admin area at Transaction -> Paid Invoices by Month paid_invoices_by_month.txt 0 Quote Link to comment Share on other sites More sharing options...
swg Posted January 19, 2009 Share Posted January 19, 2009 here it is: change extension to .php, modifiy the first 2 strings inside it to suit your whmcs installation,upload it to /whmcsdir//modules/admin/ you can access it in the admin area at Transaction -> Paid Invoices by Month This still seems to work off of the 'Invoice Date' instead of the 'Paid Date'. In other words an invoice is generated 14 days ahead near the end of December but is actually paid in January. The invoice report is still showing up in December instead of when it was actually paid in January. 0 Quote Link to comment Share on other sites More sharing options...
minadreapta Posted January 19, 2009 Share Posted January 19, 2009 yes, i have used action hooks on my whmcs and the invoice date is replaced with the paid date. in my whmcs, until paid, the invoice is proforma, after it's paid, it becomes a final invoice, that's why. 0 Quote Link to comment Share on other sites More sharing options...
nabil Posted January 19, 2009 Author Share Posted January 19, 2009 That's what I was saying still needs to be done. In fact I want to have three different 'invoice' sets of information: Invoices issued that month Invoices due that month - paid that month - outstanding balance that month Invoices paid that month 0 Quote Link to comment Share on other sites More sharing options...
minadreapta Posted January 19, 2009 Share Posted January 19, 2009 suggestion: an order by column would be interesting. eg: order by date, order by amount, order by gateway, etc. 0 Quote Link to comment Share on other sites More sharing options...
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