Search

Custom report not pulling data as expected.

Justin Colkitt

Hello,

I am having issues getting custom reports to pull expected sales when including conditions with item categories. Here is a basic example of what I am seeing:

If I run a custom report for the last 7 days using a simple condition of "sales person" is "Ashley". It will pull up the sales as expected. (see screenshot)

You can see the items sold and the category of each in the picture above. Now if I just add an AND condition to this same report stating that the "Item Category" "IS NOT" "Little Fox Creations" (which you can see that none of the items sold in the first screenshot were in that category) It will not pull up the same sale that meets both conditions (see second screenshot).

As I said this is a simple example. My main goal is to generate a report that pulls all sales made by a specific employee that contain items in a parent category or any of it's children categories.

SW Version: PHPPOS 17.7 download version

Thanks you for helping with this issue. Let me know if you need any more information from me.

-Justin C.

Comments

3 comments

Date Votes
  • Comment author
    Chris Muench

    It appears is not is broken, the is works but we will patch for 18.1

    0
  • Comment author
    Justin Colkitt
    • Edited

    Thanks Chris! Follow up question along the same lines:

    So if I run a custom report with the "Sales Person IS Ashley" AND "Item category IS Matrix Total Results" I receive the desired sale from the query as shown below:

    Now if I run the same report but try to add a second item category in the conditions box, it only pulls results from the last item category you add. In this case the query is only pulling sales from the "creations salon" category which didn't have any results. As seen in the screenshot below the sale from the first screenshot has been omitted even though I still have the "Matrix Total Results" category in the condition box.

    When generating the report with multiple item categories I am reading the query in my head as something like this: (Sorry, SQL isn't my strong suit)

    SELECT * FROM table WHERE (salesPerson = 'Ashley') AND (itemCategory = 'category1' OR 'category2'); 

    I'm I correct in the intended functionality? I know I'm selecting an AND statement for the salesPerson and itemCategory conditions, but with multiple categories shouldn't the query pull Ashely's sales from any of the categories added to the conditions box and not just the last one selected? 

    I hope my question makes sense...

    Thanks in advance,

    -Justin C.

    0
  • Comment author
    Chris Muench

    The report does seem to have an issue. We will address for 18.1

    0

Please sign in to leave a comment.