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Monthly Sales and Tax Summary Report [support thread]

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4 Aug 2008, 7:19 PM
#1
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Monthly Sales and Tax Summary Report [support thread]

A report that displays a summary of monthly or daily totals:
gross income (order totals)
subtotals of all orders in the selected period
nontaxed sales subtotals
taxed sales subtotals
tax collected
shipping/handling charges
low order fees (if present)
gift vouchers (or other additional order total component, if present)

Straight forward installation.

  1. Unzip to a temp directory and upload all files to your admin store directory.
    (The files are already arranged and there are no overwrites)

TO RUN

  1. Go to Admin->Reports>Monthly Sales.

This mod can be found in the Downloads section of Admin Tools:
http://www.zen-cart.com/index.php?main_page=product_contrib_info&cPath=40_41&products_id=1043

Skip

7 Aug 2008, 11:50 PM
#2
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Re: Monthly Sales and Tax Summary Report [support thread]

Skip, thanks for this wonderful mod addition.

Just a quick question: I have no problem getting the CSV files from the mod to work with FF, but IE (v6) chokes on them. Is this something on my system, or a known issue? I haven't had a chance to try it on another computer yet.

KMK

8 Aug 2008, 12:34 PM
#3
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Re: Monthly Sales and Tax Summary Report [support thread]

KMK

Have had no issues with IE that I know of. Tested again today with IE 6 and IE 7 and had no problems.

Skip

8 Aug 2008, 7:48 PM
#4
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Re: Monthly Sales and Tax Summary Report [support thread]

Thanks for the fast reply, Skip. Must be something on my [sometimes :blink:] screwy system then.

~KMK

13 Aug 2008, 1:02 AM
#5
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Re: Monthly Sales and Tax Summary Report [support thread]

I installed this and it looks to be just what I want. The summary page shows ok but whenever I click on the month, a total to drill down, print or invert, all i get is another copy of the summary page. Clicking on Save CSV just shows CSV string empty. I tried both FF and IE and it is the same in both.

13 Aug 2008, 1:56 AM
#6
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Re: Monthly Sales and Tax Summary Report [support thread]

A quick answer would be a bad upload of the files. Try reloading the files and see if that fixes it. If not what version of zen-cart, mysql, php are you running.

Skip

13 Aug 2008, 5:05 AM
#7
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Re: Monthly Sales and Tax Summary Report [support thread]

I honestly can't remember if it was this MOD or another that I recently installed in my latest ZC adventure, but one of them had an extra / in the URL it was using. I'm inclinded to think it might have been this one, because fixing it solved the problem I was having with the unintuative IE, if I remember correctly (I also believe this memory loss come-down is what they refer to as having been ZENNED after working on a big e-commerce site with too many customizations :wacko:).

View the source on the page, and see if that's what's happening to you as well.

~KMK

13 Aug 2008, 4:41 PM
#8
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Re: Monthly Sales and Tax Summary Report [support thread]

Skip, I deleted the code and reinstalled: same thing happened. I'm running:
ZenCart 1.3.8a
MySQL 5.0.18
PHP Version: 5.2.6 (Zend: 2.2.0)

The data presented is all correct so it is getting at the database ok.
I thought a php variable may need changing but no idea what.

13 Aug 2008, 10:00 PM
#9
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Re: Monthly Sales and Tax Summary Report [support thread]

nosnappyname:

Skip, I deleted the code and reinstalled: same thing happened. I'm running:
ZenCart 1.3.8a
MySQL 5.0.18
PHP Version: 5.2.6 (Zend: 2.2.0)

The data presented is all correct so it is getting at the database ok.
I thought a php variable may need changing but no idea what.

Looked at the code and did find a typo for the print option.

I also noticed that a lot of the coding used an old time way of ending a if statement.
So I fix that but I am running
ZenCart 1.3.8a
MySQL 5.0.33
PHP Version: 5.2.5 (Zend: 2.2.0)
And it works so I have attached stats_monthly_sales.zip unzip and then replace /admin/stats_monthly_sales.php with this file.
Let me know if this fixed it, If so I will build a new mod file for download.

Skip

14 Aug 2008, 9:09 PM
#10
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Re: Monthly Sales and Tax Summary Report [support thread]

Skip, that second version acted the same as the first, but..... I found a number of notes that said: "$HTTP_GET_VARS[] Is IDENTICAL to $_GET, however, it is depreciated, and no longer in use in php 5 + (correct me if I am wrong). PHP advises you use $_GET, $_POST, $REQUEST.. etc for all your super global needs."

So I changed $HTTP_GET_VARS to $_GET and $HTTP_POST_VARS to $_POST everywhere in stats_monthly_sales.php and everything seemed to work fine. I guess something in my ISP's settings are tighter than yours.

Anyway, thanks and it really looks like a useful contribution.

14 Aug 2008, 9:47 PM
#11
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Re: Monthly Sales and Tax Summary Report [support thread]

nosnappyname:

Skip, that second version acted the same as the first, but..... I found a number of notes that said: "$HTTP_GET_VARS[] Is IDENTICAL to $_GET, however, it is depreciated, and no longer in use in php 5 + (correct me if I am wrong). PHP advises you use $_GET, $_POST, $REQUEST.. etc for all your super global needs."

So I changed $HTTP_GET_VARS to $_GET and $HTTP_POST_VARS to $_POST everywhere in stats_monthly_sales.php and everything seemed to work fine. I guess something in my ISP's settings are tighter than yours.

Anyway, thanks and it really looks like a useful contribution.

Thanks nosnappyname for PHP 5.0 fix. I was asleep on that one.
I up loaded a new version 1.2 it should show up in a day or two.

Thanks again for the help:bigups:

Skip

29 Aug 2008, 10:19 PM
#12
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Re: Monthly Sales and Tax Summary Report [support thread]

has anyone had an issue with the status dropdown only having All Orders in it and none of the other statuses.

30 Aug 2008, 10:07 PM
#13
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Re: Monthly Sales and Tax Summary Report [support thread]

barco57:

has anyone had an issue with the status dropdown only having All Orders in it and none of the other statuses.

'other statuses' what ones in particular are you asking about?

Skip

30 Aug 2008, 10:14 PM
#14
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Re: Monthly Sales and Tax Summary Report [support thread]

Well should the dropdown for status have more than all orders in it? I would think that it would list all of the statuses I use in the shop. We have orders pending, processing, shipped, downloaded and cancelled. Pending orders may sit for a while over the close of a quarter and I wouldn't want them to be picked up for a tax report. cancelled orders are kept in the cart because the accountant and the irs like to see consecutive order numbers with out breaks.....so the 2 statuses I want to pull reports on would be shipped and downloaded as those are the only ones completed and money (including tax) collected

30 Aug 2008, 10:34 PM
#15
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Re: Monthly Sales and Tax Summary Report [support thread]

This report is not setup for all that information. It gives the user the large picture of total sales and taxes.

I have not tried this Sales Report but it sounds like it might have what you are looking for.

Skip

30 Aug 2008, 10:44 PM
#16
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Re: Monthly Sales and Tax Summary Report [support thread]

Then I suppose the dropdown on the report page and shown in the attached image is legacy code......too bad. Though at least I don't have too many pending and cancelled I would need to make sure are excluded from the report when doing the paperwork....

*We already use the other sales report heavily but it doesn't do taxes like this one does, well actually it does taxes but not as well as this one does *

30 Aug 2008, 10:55 PM
#17
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Re: Monthly Sales and Tax Summary Report [support thread]

ok it definitely must be legacy code because the help popup in the report page has the following:> Selecting report summary by status

To show the monthly or daily summary information for just one Order Status, select the status in the drop-down box at the upper right of the report screen. Depending on the store's setup for these values, there may be a status for "Pending" or "Shipped" for instance. Change this status and the report will be recalculated and displayed.

31 Aug 2008, 1:52 PM
#18
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Re: Monthly Sales and Tax Summary Report [support thread]

Now that I am on the same page as you are. Sorry it took me awhile to catchup.
The drop down order status works.
What ever order status display in the admin home page will be in the drop down plus All Orders.
Orders
Pending:
Processing:
Delivered:
Pending PayPal Notification:
etc.

I am running zc 1.3.8 php 5.0 mysql 5.0 and have no issues.

This link example of selecting pending give us status=1 that is the value that is searched in the orders_status table a very simple query.
/stats_monthly_sales.php?status=1&selected_box=reports

There was a version update to 1.2 that fixed some issues with php 5.0 that some where having.

Skip

31 Aug 2008, 7:01 PM
#19
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Re: Monthly Sales and Tax Summary Report [support thread]

Hmmmm......I have this loaded on several carts (1.3.8a, 1.3.6, 1.3.7) and the report displays fine except for the dropdown is not populated with any other status except "All Orders" on all of the installs....very weird

31 Aug 2008, 7:45 PM
#20
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Re: Monthly Sales and Tax Summary Report [support thread]

Try this work around in the url location address bar add the status string.

This is what you should have for All
stats_monthly_sales.php?status=&selected_box=reports

For pending try
stats_monthly_sales.php?status=1&selected_box=reports

For Processing try
stats_monthly_sales.php?status=2&selected_box=reports

For Shipped try
stats_monthly_sales.php?status=3&selected_box=reports

This will just bypass the drop down

I wonder if the other report mod is using the same 'orders_status_array'?

Skip