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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hey:

Ok, here's the setup:

2 files - Agents and Clients, related. An agent can have many clients assigned to him.

I needed a report that shows a count of how many client records an agent has created. I also needed these stats for the week and month. So I set up some calc fields that return 1 or 0 if the rec was created in the last week and month. Then I find records for each agent and set fields in the agent file with the total numbers. In order to hit all the agents, I have to loop through all the agents with this process.

It works, but the whole process seems more difficult than it should be. Does anybody have a better (maybe conventional) way of doing this? I'm sure this is a typical problem and should have a typical solution. If you need more info, let me know.

Thanks

Ken

Posted

What about using something like client id & " " & WeekOfYear(dateCreated) & " " Year(dateCreated) and client id & " " & Month(dateCreated) & " " & Year(dateCreated) as your calc fields and match a global or dynamic calculation to them for your relationships?

Posted

I would use these as the right hand side of the relationship and two globals or dynamic calcs for the left side. Then either some form of GTRR's with a set field or GetSummary by these relationships should be workable.

I'm not quite sure if you're wanting an automatic calculation or if you want to make the results static.

This topic is 7779 days old. Please don't post here. Open a new topic instead.

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