dilemma - I have my main table which has individual records which include clientID and month of entry (plus several other pieces of data necessary to this project) what I am trying to do is create a dynamic form that has a summary of the number of records each client has by month. The trick is I need it in form format because I am trying create dashboard that will allow me to click on these grouping in the form to perform a find based on the criteria that created these summaries.....must breathe. I have a beautiful report that displays the data perfectly and even summarizes it further by several additional criteria but unfortunately it does not allow for buttons or scripts.

I have my client list in a separate table and would like to match just the different month possibilities for the individual client to it and create a form- to look like

client --- months --- count of records

X --- jan --- 20

--- feb --- 30

Y --- jan --- 20

--- march --- 30

etc

I would somehow need to group the data in my main table by clients and by months, display the count those records, put it in a form that would allow me run scripts based on the criteria used to create the summary numbers (count of records). I would also like to view all clients and moths all at one time. This may be very simple I am just not seeing it.

If you need any additional info – please ask. Thank you in advance for the help.

I do something similar to this and I use calculating fields. For example, make fields Jan Count, Feb Count, March Count, etc....The definition for each would have to be something similar to:

Jan Count = case(Month = "January", 1, 0)

Then you can make a layout which subsummatizes by client. This should get what you want but I must warn depending upon the number of records, this coud take a few minutes to process.

HTH-

Courtney