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Hi,

I want to have a month to date sales graph displayed on the home dashboard, sorted by rep. I have created a graph in Report Designer that I think should be right, however the results the graph displays differ to those shown when I run a 'Sales By Rep Summary' with a period of 'This Month To Date'.

For the graph, I have the following:

Master Table: Invoice

Series Binding Argument: Invoice.SalesRep

Series Binding Value Summary function: SUM([Invoice.Amount])

Series Binding Data filter: Invoice.TxnDate Greater Than or Equal 01/08/2015 00:00:00

So firstly - what am I missing out so that these don't match? The graph sales are larger than the report sales if that's of any help.

And secondly - How can I make it automatically update/refresh each month to that I don't have to keep manually updating the data filter at the beginning of each month?

Hey Callum,

Both the Report and Graph are filtered by the same date?

Can you send me screenshots both the Report and Graph either to my email address or PM me here.

To automate the update look into the Refresh Counts object on the Dashboard - you will need to create an Action Set similar.

- Mortaza