Template · Finance

Receivables by client

Group unpaid invoices by client with a count and total — the numbers for a weekly cash-flow check.

Steps

1
Filter 6→5
Keep where status does not equal paid
2
Group & total 5→4
By client, total amount
3
Sort 4→4
By total descending

OUTPUT ON SAMPLE DATA · 4 ITEMS

[
  {
    "client": "Initech",
    "count": 1,
    "total": 7300
  },
  {
    "client": "Globex",
    "count": 2,
    "total": 4050
  },
  {
    "client": "Acme Corp",
    "count": 1,
    "total": 960
  },
  {
    "client": "Umbrella",
    "count": 1,
    "total": 540
  }
]