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Claris Engage 2025 - March 25-26 Austin Texas ×

calculating totals in portals


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Posted

I need to know how to calculate a total / subtotal of a revenue field summarized on the value of a second field. For example: Summarize total dollars based on blue, green, red orders. How can I make a running total field or script / report to gather this info? Can provide v8.5 sample file if necessary.

Posted

This is very easy to do with a subsummary report. Make a new layout with a subsummary part and no body part. The subsummary part should be sorted on your orders (colors) field. Then, add a summary field that totals your orders/colors field and place it in the subsummary part. If you want a grand total, add a trailing grand summary part and place the same summary field in it as well. When you want to view the report, find the records you want, sort the database by the orders/colors field and then enter preview mode or print.

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