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Please Help!!!


trinarox
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I'm so lost it's not even funny. My apologies ahead of time if this subject belongs some where else.

My boss has asked me to look into creating reports and I have no idea what I'm doing. :confused:

We use FileMaker for our purchase orders right now and I need to find out how to generate a daily report, a weekly report and a monthly report using the creation date, order number and client's name.

Please keep in mind that I'm sooo not tech-savy and will probably need step-by-step instructions in super simple terms.

Anyone? Please? I'll love you for life :

Thanks,

-trina

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Hi there,

I was in your shoes a couple years back and still have not mastered the art of reporting, but im getting better. Here are a couple of pointers I have learned:

• Layouts; I like creating a simple search layout where you would only include the fields you would be searching in. I think you only need three as described in your post.

Also, when creating your Report Layout, I find it easiest to create sub-summary sections using "Print value above", Leading, over the below summary type.

• Scripting; I found this to be the easiest, remember to always keep your sorts in line with you sub-summaries. When I started, I would always wonder why my report was not showing information, only to find out that my sorting was not matching my "Parts" (the different sections in the layout to sort).

Also remember that you can automate all types of reporting within the script, so you could just create them once like date range calculation or inserting text into a search field, very helpful!

Hope some of this help!

Brett

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In addition to what Mr. V has posted, you should also take a look at the Example file "Inventory.fp7" that came with your FileMaker Application, English Extras:Templates:Business - People & Assets:Inventory.fp7, and the look at the layout [color:blue]Inventory Summary Report (in Layout Mode).

HTH

Lee

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Thanks everyone!

So here's what I've done....

I created a new layout that has the information I want to be in the report.

I also created another table that has 2 global date fields ("gFrom Date" and "gToDate").

Now... how do I create the script?

I want to enter 1 date in the global From date and another date in the global To date and I want it to find those dates from the order table and the info that goes with that order and enter it all nicely in the new layout I created.

Oi... I don't even know what I'm saying anymore. I can't explain this any better because I'm so lost.

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Set Field works for this.

SetField(yourDateField) gFrom Date & "..." & gToDate

of course you have to have the whole script.

Enter Find Mode

SetField(yourDateField) gFrom Date & "..." & gToDate

Preform Find

HTH

Lee

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