Dynamic report based of only chosen information?

[Mabou]

Hi all,

I own a video company and am working to improve my bid generation processes. Each bid is unique and I need to quickly and easily create a cost estimate document that is also unique. I have a master list of hundreds of billable items that could relate to any video project.

I don't want to give my client a list of hundreds of items (some of the checked) that have nothing to do with their project, I only want to provide them with a bid that has their job specific line items.

The question is, is there any way that I can put a checkmark next to various line items that will allow a dynamic report of ONLY the items that I have checked?

I hope I am clear with this question.

Thanks a bunch.

[jasonwood]

I'm not fully understanding...

You have a "Bids" database and a "Items" database. "Items" is analogous to "Products".

Now... is there a separate line items database for the Bids database? If not, it sounds like you need one. Your line items will contain an "Item Code" and a number of lookup fields (such as Description, Price, Quantity, etc.) from the "Items" database. They will be viewed through the Bids database.

Does that help?

[Ugo DI LUCA]

If your bids are categorized with a value list (or checkbox), this would generate a Multi-key.

If your "search layout" use a global field, you could create a relationship from this global to the multikey and call a go to related records script.