"Financial" Reporting

I’d like to pull in all the transaction data from the POS into Oro CRM, and then create a sales report that calculates:
Formula 1. Transaction number / (Product X + Product Y + Product Z)
Formula 2. Sales Revenue / Transaction number
I want to do this for different periods e.g. months or years or custom dates vs previous years

In effect I am using OroCRM reports to do some financial reporting. Is Oro CRM able to do this? I’m thinking I’m trying to fit a “financial report round peg into a CRM square hole”.” And maybe should use other software.

Topic

[Artem LiubeznyiSpectator]

Hi Brian,

Such reports cannot be created with the existing report builder UI but you might try to write a custom report.

[Dima SorokaKeymaster]

More information about custom reports you can find in our documentation.

[Author]

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