Trados Business Manager (TBM) has reached end of life. Following the discontinuation of TBM sales on 31 October 2023, all maintenance and support services will conclude on 31 October 2024.
What Does This Mean for TBM Users?
Is there a setting somewhere to get the software to calculate top customers, volumes etc. on the customer dashboard by payment date rather than invoice date? Since I do taxes based on when the jobs are paid, it would be helpful to be able to get the totals by payment date rather than invoice/work date.
Thanks!
Hello, Casey,
Well, quickreports will allow to implement that. In invoices, we have Date paid in full column. You can use it for example, to create top customers chart, something like this, if I understood your question correctly:
I've added invoice term as a Series source, customer name and currency name as argument, and invoice amount as a value.
If you need top5 for example, right click on a customer name and select Top N:
Will that work?
Hi Casey,
I've actually shown everything on that 2 screenshots. Create quickreport, select Invoices as data source, on the toolbar click on any widget (Chart in the example above), then you will see a picture like on first screenshot. Then drag and drop fields from left tree to corresponding cells in the chart configuration panel. That's all 
General section of docs about this is here:
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