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Question about fields needed for report?

Featured Replies

I'm creating a report that counts the number of sales leads

given to a sales office. That's easy. In this same

report I want to count the number of sales leads sold.

The problem I'm having is counting these sold leads,

because sometimes the original sales office that was

given the lead is not always the office that sells it.

My setup: "Inquirer.fp5", "Sales History.fp5" & "Sales Offices.fp5" all have a match field inquirerID.

In this "Inquirer" database I auto-enter a InquirerID and based upon

the inquirers zip code they are automatically given the sales office for

their area. Later when the lead sells, I go back to the record

and in a portal to a "Sales History" record database I enter the sales

offices ID and product bought to created the related record.

If I create a report using Subsummary by the Sales Offices "Name" field how can I get my summary to count the number of leads sold in the related portal record by the sales office who sold it and not by the sales office who it was originally given to?

Thanks for the help, I hope I've given clear information to understand

how my databases are related.

This forum has been a great help!

Dave

  • Author

After trial and error I have answered my own question.

I created a field in my sales office DB that counted the number

of sales leads in my sales office DB by sales office ID from the sales history DB. Then had my report in the Inquiry DB use that field through

a relationship for the report.

I must admit and questioned whether I provided enough

information or clear information for anyone to help me out

with this.

It's a lot harder sometimes putting what your doing into words

that can describe your dilema.

These forums should allow the person posting to delete their

own posts if desired. It would keep people from wasting time

reading your posts if you already answered your own question.

Fuge

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