Custom Report: Sales by Ship-To-State


By default, there is no report to obtain the sales data by Ship-to-state.

However, the AQB (Advanced Query Builder) can be used to create a custom report showing Sales by Ship-To State for the specified time period.


First, create a custom filter to retrieve the Sales Invoices list with the shipping state. Follow steps 1 to 6 of the Building a Custom Report using Advanced Query Builder SQL Statements article, using the following SQL query:

  i.cust_code,,  i.order_no,  i.INV_AMOUNT,  i.TAX_AMOUNT,
  a.state AS ship_state,  a.COUNTRY,
  a2.state AS bill_state,  a2.COUNTRY AS bill_country
  invoices i WITH (nolock)
  INNER JOIN cust c WITH (NOLOCK) ON (i.cust_Code = c.CUST_CODE)
  LEFT OUTER JOIN address a WITH (NOLOCK) ON (i.ship_code = a.addr_code)
  LEFT OUTER JOIN address a2 WITH (NOLOCK) ON (i.bill_code = a2.addr_code)
  i.status = 9 AND
  i.ORDER_DATE >= :startDate AND
  i.order_date <= :endDate
Note: You may adjust the above AQB query as desired to include additional columns or exclude those that are not required.

After the filter has been created you can directly execute the report by following these steps:

  1. In the main Everest window, navigate to the Advanced Filters option under the "Filters" bar.
  2. Select the Filter that you created in the previous steps.
  3. Enter the desired date ranges.
  4. Click OK.

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