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Balance Report

Question asked by KennethWooden on Dec 29, 2013
Latest reply on Dec 29, 2013 by philmodjunk


Balance Report


     Can someone tell me how to create a Balance Report (Layout) that shows how much money I’ve spent (products, supplies, etc.), the total value of my products, how much I’ve made from sales, and my profit margin?

     I’m using the starter Invoices database for an online clothing store, which lists all of my products in the products table.  The invoice details layout tracks all of my transactions as either Income (product sales) or Expense (product purchases, shipping, supplies, etc.).  I have a script that changes the price on the invoice to a (-) number if the Transaction type is “Expense”. 

     I’ve attached images of the products details layout, the invoice layouts showing “Income” and “Expense”, and the relationships.