Jump to content

Summary Report from one Portal and other Database

This topic is 7470 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Hello and please help..I am so frustrated, I am in tears...really!

I cant figure this out and I have been working on it for a week and I have tried everything I know..please help. I am really at my wits end..


INVOICES is a database that uses LINE ITEMS database to store all the information ordered on each individual serialized Invoice.

The LINE ITEMS database stores the styles ordered in the Portal In INVOICES, related record by related record.

In the INVOICES database, the totals for each invoice are summarized, such as tax totals and shipping totals.

I have to make a REPORT Database that summarizes the line items ordered by each invoice along with the totals for each invoice.

The report should

look like this and be sorted by invoice number and report on a group of invoices by date or by week or month.








The problem starts when I am trying to make this report in the LINE ITEMS database, and the information will only calculate correctly for the LINE ITEM TOTAL, which makes sense, because the calculation to add up the line items occurs in the LINE ITEMS database.

Basically, I cannot get the information to summarize correctly. I now after really going in some serious circles, that I cannot get it to summarize by each line item and then go to the Invoices database and add up all the information that is specific to each invoice.

I tried to make this Report in the Invoices database and it summarizes the totals correctly by the group of invoices but it will only show the first line of the portal in the body of the report.

I tried to make another third database that calculates the totals for each invoice and then another report that would call upon the information in both of the databases and then report on each, invoice by invoice, but It would not work.

It seems to be the problem that the calculations for the taxes and discounts and such are INVOICE based and so cannot seem to attach themselves correctly to the information stored for also each invoice.

I know I sound confused,...I am! Please help me?

Link to comment
Share on other sites

1. This report belongs in the Line Items file.

2. In the Invoices file you should have fields such as SumLineItems = sum(LineItems::LineTotal).

3. In Line Items there should be a relation back up to the invoice

4. Create a report in line items with parts:

subsummary by InvoiceID (print above)


subsummary by InvoiceID (print below)

In the subsummary (print above) display InvoiceID

In the subsummary (print below) display the related fields:







Link to comment
Share on other sites

OK, I understand where you are going, and I incorporated this idea into my reports. The problem is this:

I can sub summarize this information for each invoice, by bringing the subtotals into the subsummary for each invoice, yes,


what I really need is a daily report which is a total of all of those sums.

I need to have this summary information for each invoice but then at the end of the report have a grand summary of all of those totals for each day for any given group of invoices, by day or by week or by month.

I tried to make a Summary Field in the Invoices system that would be a total of the, for example Invoices totals, but when I put this into a grand summary, it just shows me the total of all of the invoices, not on the found invoices.

I think the problem is that the invoice infomation is not stored in the line items area, so that it cannot summarize this information.

Help?? Thanks so much for your time. I really really appreciate it! Ami

Link to comment
Share on other sites

This topic is 7470 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.