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Streamline Month-End Report Refresh

MediumSQL · PostgreSQL00:00
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Welcome to the SQL screen.

The question is on your right: Streamline Month-End Report Refresh. Read through the requirements and the three tables first.

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Problem

You are given a month-end reporting workflow that currently relies on manual spreadsheet cleanup. Write a PostgreSQL query that returns each active account’s month-end billed amount for a chosen reporting month, using only posted transactions and excluding voided items. The result should be sorted by highest billed amount, then account name.

Schema

accounts
ColumnTypeDescription
account_idPKINTPrimary key for each account
account_nameVARCHAR(100)Display name for the account
statusVARCHAR(20)Account status such as active or inactive
transactions
ColumnTypeDescription
transaction_idPKINTPrimary key for each transaction
account_idINTForeign key to accounts.account_id
transaction_dateDATETransaction posting date
amountNUMERIC(12,2)Transaction amount
transaction_statusVARCHAR(20)Status such as posted, pending, or void
reporting_calendar
ColumnTypeDescription
report_monthPKDATEFirst day of the reporting month
is_closedBOOLEANWhether the month is closed for reporting
Tablesaccountstransactionsreporting_calendar
Your solutionPostgreSQL
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