Monthly Sales and Tax Summary Report [support thread]

I finally got everything loaded to the correct place and it works great.

Thanks for the help. Everyone should be using this mod.

Martin

Great contribution, thank you.
I was wondering if there is any easy way to limit this report by Zone. Ideally I would like to have three separate reports, one for each tax zone that I need to support.
Any help/ideas would be greatly appreciated.

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Originally Posted by medmonds

Great contribution, thank you.
I was wondering if there is any easy way to limit this report by Zone. Ideally I would like to have three separate reports, one for each tax zone that I need to support.
Any help/ideas would be greatly appreciated.

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See if this will work for you:

Admin->Localization->Orders Status
Create as may statuses as you need for you zones i.e. Zone 1, Zone 2 name them something that would help you understand what they represent.

Next when you update a customer's order you select the Status: Zone from the drop down that the order would belong to.

Now when you run Monthly Sales/Tax Summary Report you would select from the Status drop down the Zone you want the report of.

Skip

Hi Skip,
That's a good suggestion, thank you.
I was hoping that I could set three separate reports so that in my admin panel I could access: NY tax, NJ tax, Ct tax reports. Each report would be identical but would only display the results for that Zone. I don't necessarily want to rely on manually assigning zones to each order in order to filter the results.

Any other suggestions?

Thank you!

What you want can be done by writing some sql code and adding it to the report mod. Maybe when a rewrite for zc 2.0 is done that can be added.

Hi Skip,
Thanks for the lovely mod.
I am into a different situation with the mod. I installed the mod and when I select the Tool->Monthly Sales it list me the data. So far so good. Now when I change the status using the drop down menu, the results get updated.

But when I try to see a report of specific month from the listed or try print, Invert, Help or Save CSV I get "The webpage cannot be found".

I have identified the issue, please let me know where I need to make changes in order to get it working.

The url in address bar -
for month drill down - http://shop.chikkistore.com/shop/<admin folder>/stats_monthly_sales.php?&month=9&year=2009

which is incorrect instead it should be http://shop.chikkistore.com/<admin folder>/stats_monthly_sales.php?&month=9&year=2009

extra "shop" folder name needs to be removed from the url generated.

Please let me know as where I need to make the change to get the modified URL.

Thanks again for the mod....
Ruturaj.

I would love to have the number of orders included on the report. Is there an easy way to do that?

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Originally Posted by anita

I would love to have the number of orders included on the report. Is there an easy way to do that?

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Short answer NO

Yes the order records are counted in the sql query's but they are not used. Code would have to be written to display the information.

Skip

Hi Skip,
I am using your contribution to run monthly sales/tax reports, however I want to limit access to who can see this report.

The Admin Profiles contribution allows me to limit who can see it, but unfortunately I still see "Monthly Sales" as a menu item. So Admin Profiles is turning off access to view the report, but not turning off the actual menu item.

Is there any way to make sure that this report/menu item can be easily controlled through the Admin Profiles?

Any insight or advice would be much appreciated.

Best wishes,
Marta

Kuroi has given a great how to in the readme file for Admin Profiles contribution to do what you are looking for. Read his updating box files (a step-by-step guide).txt that is in the zip file. And the report box file that needs to be edited is stats_monthly_sales_reports_dhtml.php.

Skip