01
About this report
One row per item line of an invoice, cash sale or credit memo in the last 24 months. Each row gives the month, date, type, document, top-level customer, the customer or project billed, item, memo, quantity, net amount in base currency and sales rep. Credit memos are negative.
Opened from Sales by customer by month, it arrives filtered to one customer and month. On its own, filter by Customer, Item, Sales rep or Month.
02
Sample preview
Fictional figures in the shape you will see. Yours come from your account.
| Month | Date | Type | Document | Customer | Billed to | Item | Memo | Quantity | Net sales | Sales rep |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-09 | 2026-09-19 | Invoice | INV20931 | Harbor & Pine Co. | Harbor & Pine Co. : Retail rollout | Implementation services | September milestone | 40 | 7,600 | Dana Whitfield |
| 2026-09 | 2026-09-19 | Invoice | INV20931 | Harbor & Pine Co. | Harbor & Pine Co. : Retail rollout | Travel | 1 | 845.20 | Dana Whitfield | |
| 2026-09 | 2026-09-12 | Invoice | INV20914 | Brightline Dental Group | Brightline Dental Group | Annual support plan | 1 | 12,000 | Marco Ruiz | |
| 2026-09 | 2026-09-08 | Credit Memo | CM00412 | Northgate Supply | Northgate Supply | Implementation services | Goodwill credit | -4 | -760 | Marco Ruiz |
| 2026-09 | 2026-09-03 | Cash Sale | CS00088 | Coastal Freightways | Coastal Freightways | Training day | 1 | 1,950 | Dana Whitfield |
03
The SuiteQL
This is the query each report runs. Read it, copy it, or change it after import.
SELECT TO_CHAR(t.trandate, 'YYYY-MM') AS period,
TO_CHAR(t.trandate, 'YYYY-MM-DD') AS tran_date,
BUILTIN.DF(t.type) AS type,
t.tranid AS document,
NVL(c.altname, c.entityid) AS customer,
NVL(e.altname, e.entityid) AS billed_to,
BUILTIN.DF(tl.item) AS item,
tl.memo AS memo,
-tl.quantity AS quantity,
-tl.foreignamount * t.exchangerate AS sales,
BUILTIN.DF(t.employee) AS sales_rep
FROM transaction t
JOIN transactionline tl ON tl.transaction = t.id
JOIN entity e ON e.id = t.entity
JOIN entity c ON c.id = e.toplevelparent
WHERE t.type IN ('CustInvc', 'CashSale', 'CustCred')
AND t.posting = 'T'
AND tl.mainline = 'F'
AND tl.taxline = 'F'
AND NVL(tl.iscogs, 'F') = 'F'
AND tl.itemtype NOT IN ('TaxGroup', 'TaxItem', 'Subtotal', 'Description', 'EndGroup')
AND t.trandate >= ADD_MONTHS(TRUNC(SYSDATE, 'MM'), -23)
ORDER BY t.trandate DESC, t.tranid04