QuoteWerks Support Portal

Good Morning Everyone

I am hoping that you can help me. I am looking to create a report that show the monthly recurring revenue for all sales in a given time period. It seams that I am missing a trick here and can't find the correct field to use.

Do you guys have a formula that will return this so that I don't have to reinvent the wheal?

Thanks 

James

You can filter to only include recurring items either on the filter or in the layout of the report.

The field you're interested in is "RecurringBillingCycle" - this could be Weekly, Monthly, Quarterly or Annual

I did a report that allowed a client to see all ordered items, within a date range, grouped by RecurringCycle - sounds like it's not a million miles away from what you need. Ping me an email if you want a copy.. might be a useful starter for you?

matt@prestigequoting.com