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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted (edited)

: I have a database with multiple layers of data.. ie. one goal(1), three objectives(1.1), four activities(1.1.1) (the records are at the activity level) so there are many records with the same goal and objectives. For one report I just wanted to see Goals and Objectives so I ran a script that pulled all the records sorted them and then Omited the duplicates at the objective level! Works great BUT it drops say 40 records down to 13. Now I need to do a report that gets a running total of the financial information for each objective BUT the financial data relate to the activity. I have it worked out on the report to get the info there with the 40 records (using sub-summaries that show the goal under it the objective and then only the totals of several catagories of dollar figures (added up from all the activity inputs) BUT without the omit script I have to see lots of Objectives 1.1 repeated on the report?and if I run the script it drops the records (and the financial data) from the hidden activity info... Any way I can do this right?

Edited by Guest
Posted

You should always find all the records you want to report on. To hide the itemized data, duplicate your layout and delete the body part. Likewise, if you only want to see the Goal sub-totals, have a third layout with a sub-summary by Goal only.

Posted

I'm sorry but let me ask a followup, I think I know what you are saying but not sure this is it... here is a picture of what I mean.

Say 4 records were found:

Goal 1 (text)

Objective 1.1 (text)

Activity 1.1.1 (supplies = $5000, Other = $2000)

______________

Goal 1 (text)

Objective 1.1 (text)

Activity 1.1.2 (supplies = $500, Other = $500)

______________

Goal 1 (text)

Objective 2.1 (text)

Activity 2.1.1 (supplies = $1000, Other = $1000)

______________

Goal 1 (text)

Objective 2.1 (text)

Activity 2.1.2 (supplies = $2000, Other = $500)

______________

What I want to see is:

____________________________________

Goal 1 (text)

Objective 1.1 (text)

Total = Supplies = $5500 Other = $2500 (running)

Objective 2.1 (text)

Total = Supplies = $3000 Other = $1500 (running)

Then Goal 2 etc.

_________________________________

If I do the layouts like you say How do I keep the single Objective 1.1 and Objective 2.1 (without the other 1.1 and 2.1 showing also?

Thanks

Posted

Your layout would look something like this:

-------------------------

Header

-------------------------

Sub-Summary by Goal

-------------------------

Sub-Summary by Objective

-------------------------

Trailing Grand Summary

-------------------------

Footer

-------------------------

and the summary fields would be in both the 'Sub-Summary by Objective' and 'Trailing Grand Summary' part. Note there is no Body part. You need to sort by Goal, then Objective.

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