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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have an Access database that I've created but need to move it into filemaker. I have most of it created, but need help with my monthly report. When I run my report in Access It asks for the date range. It then gives me all the accounts and the detail for that range. I have a subreport imbedded that gives a total of all prior entries as a beginning balance. I then add the beginning balance and the range detail for an ending balance in the group footer.

How do I recreate this "subreport" for the beginning balance. Can someone point me in the right direction?

Cin

Posted

If your "prior entries" are included in the range of your report, you can create a simple summary field to give you a beginning balance.

I suspect, however, that you want to see a report for a specific range, and that the records that happened prior to that range you want to use as your beginning balance; if this is the case, there are a few ways you can accomplish this task.

Here is a way I might try (you will need to write a script(s)):

Fields:

1. Create a summary field that points to your balance field.

2. Create some global fields: beginning date, ending date, beginning balance, ending balance. (if you don't already have them)

Script:

1. Store your date range beginning and ending dates in two global fields.

2. Do a find for all dates prior to the beginning date.

3. Set the beginning balance field to the summary field.

4. Now do a find for your date range (between beginning and ending date)

5. Set your ending balance = beginning balance - summary field.

6. Display on your report. smile.gif

hopefully that works for you.

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