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Re Simple Customer Statement Report

Posted: Sat May 10, 2008 1:46 am
by Andre2
Hi All
I wonder if anyone has a sample of a simple customer outstanding invoice statement form/report
showing current,30 days,60 Days,90 Days + outstanding balances.

The data is in the format
Invoice Date,Invoice Number,Balance owing
1 jan 08,0001,1000.00
1 dec 07 0002,500.00
1 nov 07,0003,500.00...etc

And at the footer of the report would be some sort of cross tab report

Current 30 Days 60 days 90 Days + Total owing
$0.00 $0.00 $0.00 $2000.00 $2000.00

I can do the invoice line item without problem but cannot get my head around how to do the cross tab with calculated date periods

Many Thanks
Andre

Re Simple Customer Statement Report

Posted: Mon May 12, 2008 9:03 am
by Edward
Please see the example report in the attachment.

You can open it in the demo.exe sample application.

It uses ternary operation for its work and an expression inside appropriate column or row.

Thank you.

Re Simple Customer Statement Report

Posted: Tue May 13, 2008 5:08 pm
by Andre2
Thank you for your post and the demo.
Let me stress that I am new to the world of microsoft programing and there are many things in the VB.net and C# lanuage I have yet to master.

I can create the results I need by the use of sql statements such as

SQL: sum(Case datepart(mm,Invoice.Date) when 2 then AmtOwing else 0 end) as febtotal,

but my understanding is that crosstab reports do this for me.

At this stage, I still dont see how to get the crosstab to work, if in fact it is able to produce such a result

Anyway thanks again



Re Simple Customer Statement Report

Posted: Tue May 13, 2008 6:55 pm
by Edward
Please modify a little bit the report I sent you in my previous post.

There is a StartDate variable of 'DateTime' type which is necessary for setting start date.

In the DisplayValue of the 'Cross_Tab1_Column1' crosstab cell the following expression may be set:

Code: Select all

{(Orders.OrderDate=StartDate.AddDays(-30))?"30 days ":
 (Orders.OrderDateStartDate.AddDays(-60))?"60 days ":
 (Orders.OrderDateStartDate.AddDays(-90))?"90 days ":
"earlier "
}
In the Value of this cell expression was set as follows:

Code: Select all

{(Orders.OrderDate=StartDate.AddDays(-30))?1:
 (Orders.OrderDateStartDate.AddDays(-60))?2:
 (Orders.OrderDateStartDate.AddDays(-90))?3:
4
}
'Sort Type' property of this cell was set in 'by value'.

Now the result of the Crosstab looks almost as you required.

Please see the report in attachment.

Thank you.

Re Simple Customer Statement Report

Posted: Wed May 14, 2008 2:34 pm
by Andre2
Thank you very much for that help...i now have a little understanding of how the Crostab works.

Just one thing...the crosstab wont show a 0.00 if no invoices are found for the period.

how do I force it to show

90 days 60 days 30days Current Total
450.00 0.00 0.00 0.00 450.00

The way it currently works as per your example is

90 days Total
450.00 450.00

Again Thanks

Re Simple Customer Statement Report

Posted: Wed May 14, 2008 3:02 pm
by Edward
Cross-Tab has an 'EmptyValue' property. Please set it in 0.00.

Thank you.

Re Simple Customer Statement Report

Posted: Wed May 14, 2008 3:17 pm
by Andre2
Tried that but it made no difference
thanks

Re Simple Customer Statement Report

Posted: Wed May 14, 2008 3:38 pm
by Edward
I checked it write now. It works on my computer.

Please inform me about version Stimulsoft Reports.Net that you are using. You can find this information in the Designer:

Help- About.

Thank you.

Re Simple Customer Statement Report

Posted: Wed May 14, 2008 5:24 pm
by Andre2
Ok Ran your report on my Machine and it showed no difference
im using 2008.1.200

Thanks

Re Simple Customer Statement Report

Posted: Wed May 14, 2008 5:46 pm
by Andre2
Just updated to 2008.1.228 with the same result

What version are you using
Thanks