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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have a database that I am keeping track on contributions to various programs. Multiple people can contribute to a program. I want a report that will list the debits and credits and the balance by contributor for the program. I have a set of entry fields that contain:

DATE

CONTRIBUTOR

MEMO

DEBIT

CREDIT

Then I have Summary fields for DEBIT and Credit. Next I have a calculation field BALANCE which is sDEBIT-sCREDIT. Finally there is a summary field for BALANCE.

I set up GetSummary(sDEBIT;CONTRIBUTOR) and similar for CREDIT and BALANCE.

I have a column report grouping by CONTRIBUTOR and the gsBALANCE field listed but it shows the total balance for the program not the balance by CONTRIBUTOR.

What am I doing wrong?

Thanks,

Scott

Posted

I would set up a AmountDue field:

Calculated> Debit-Credit

Then an

sBalance field> Summary> AmountDue

You could also have a sDebit and an sCredit field set up the same as sBalance.

Place the summary fields on your reports or portals, etc. and they will give you the summary for that found set.

HTH

This topic is 6663 days old. Please don't post here. Open a new topic instead.

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