Separate Reports With Portals Grouped By Matching Data From Field

[RyusuiJL]

Hey all. It's been a while since I've had my hands in FMP, and I'm slowly working my way back into it. Thus, I need some help figuring out how to obtain my desired result.

What I want is to create reports containing portals that shows all records whose field "PO#" are the same. Is this possible?

For example; I have 30 records - 15 whose "PO#" is 11111, 9 whose "PO#" is 22222, and 6 whose "PO#" is 33333. I want FMP to create 3 different reports separated by "PO#", each record listed in a portal.

Thanks in advance for any assistance provided.

[comment]

Could you clarify what exactly do you mean by "report"? In general, you don't want to use portals for printed reports (including PDFs), because they need to have a preset number of rows and because they do not print well across page breaks.

OTOH, if this is for on-screen viewing, you should have a parent table of PO#s (purchase orders?) where each PO# has a unique record (that would be 3 records in your example). Then you can simply browse these records using a layout with a portal to your existing table (line items?) with each parent record showing the related child records (i.e. records with matching PO#).

 

 

[RyusuiJL]

Thanks for the tip on printed reports and portals.

My goal is to use FMP to replace the multiple forms and files and methods we use to receive and track sold inventory. I'm working with the stock Inventory database built into FMP.

The first part - receiving the inventory - is logged using a customized "Product"/"Product Details" table and layout to receive the items into inventory. When I've finished receiving all of the day's incoming products, I need to have a printed log sheet for each purchase order. What I want FMP to do is be able to print separate reports for all the products received that day grouped by the "PO" field. I specifically asked about using portals because my company is very particular about the layout of the log sheet, and portals seemed like the best way to do it. But I think the main thing is, if I can get the app to generate the reports separated as stated above, I should be able to create the layout to match.

 

Thanks for your time!

[LaRetta]

Welcome to FMForums! 😄

In addition, you can generate a report from your LineItems table.  Create a new layout and select 'Report'.  It will walk you through the options.  Group by PO# and sort by PO# and possibly Item# (or date added?) then print specifying 'new page BEFORE each occurrence' of PO# and restarting page number as well.  Let the process create a script for you.

You can also then perform a find in the LineItems table for the date range (or company) desired and automate the Report script by providing User the search fields and add those steps to the top of the report script, pausing the find for User input.

Edited November 27, 2024 by LaRetta
changed 'after each occurrence' to 'before each occurrence'.