Generating invoices using reporting tool with invoice data

[ck2024]

Hi everyone

I've not really used the reporting tool, but I can see a good use to generate some invoices that we need for compliance purposes.

If I have this data in my data set:

Invoice Number	Invoice Description	Supplier Name	Address Line 1	Address Line 2,	Post code
1	abc	supplier a	123 alteryx lane	Alteryx Town	A17 RYX
2	def	supplier b	124 alteryx lane	Alteryx Town	A17 RYX

If i want a section with the last four columns in a document as one section of report text, invoice number in another section, and invoice description in another section, could someone help me understand how exactly I do this?

Thanks for your help

[T_Willins]

Hi @ck2024,

The reporting tools should be able to give you a layout like you are looking for.  Do you have a mock-up of what you would like to the output to look like?

If you want examples of what the reporting tools can do, look at some of the solutions to Weekly Challenge #191 as there are several reporting tools required to solve this challenge:

https://community.alteryx.com/t5/Weekly-Challenge/Challenge-191-BINGO/td-p/495204

[danilang · Accepted solution]

Hi @ck2024 

Here's a basic workflow to get you started.  

The output looks like this with one record per page.

Dan

[ck2024]

Thank you Dan - really appreciate that. It all makes sense now and will help me build out the real thing!

[chelseariver90]

Hi, I've used this as a template but because I have more than one record it is duplicating the output. (see attached)

Any idea how to stop this happening? Also is it possible to separate it in to individual PDF documents per supplier instead of it being continued on to the next page of the same PDF?

Thanks