I have a contact database and have finished it so am now onto reports. I simply want a month to date report, which when you indicate the month, it will display on the layout all the done items for that time period. So i created a portal on the layout with a generic x relationship to done items. However, say in January there are 10 done items, that is fine, they appear but then in March when there are no done items the original 10 items from january are still in the portal list. now i get why, but what i want to do is have portal display the current found set of the done items table. Can i do this.....?

Chris

Why not use a calculation of month and 'done' and relate it via another calculation based on a global containing the current month?

So, if gMonth is a global where the month is selected, let cgMonthDone = gMonth & "_1", and cMonthDone = Month & "_" & Done (assuming 'Done' is a checkbox or some other field that returns 1. Then related cgMonthDone to cMonthDone and use that relationship for your portal. When gMonth is changed, the portal will only show records related to that month that are 'done'.

Queue beat me to it, but I was composing this, so I'll post anyway:

There's no easy way to get a portal *simply* to display whatever-the-found-set-happens-to-be (although you could get a script set up to do so), but I don't think that's what you want, based on what you wrote. You just want all the items from the current month, which should be straightforward. What I would ask is *how* you set up the relationship so far. Saying "a generic x relationship" doesn't yet give me a clue about what's going wrong... For your self-join relationship, what's the left-hand key field, and what's the right-hand key field?

If it's *always* the current month that you want, I think you should just have a calculation field, call it "cCurrentMonth":

Right("0"&Month(Status(CurrentDate)),2)&"_"&Year(Status(CurrentDate))

in each record to serve as the left-hand key, and a calculated field (call it "cMonth") in each record that shows its

Right("0"&Month(DoneDate)2)&"_"&Year(DoneDate)

using whatever your main date field is (You might want the ones *done* during that month, or perhaps all the ones due that month, etc.)

This way the portal always shows items for the current month, without having to change a value in a global field... Let us know how it works out.

Thanks Guys Worked perfectly.