doozeracts Posted October 23, 2007 Share Posted October 23, 2007 Hi everyone- This is my first post, hopefully someone can help! I'll try to be clear about my problem, as I'm not sure if I am making this harder than in should be, or if it really is complicated. I'm developing a new FM solution for my company to help us track contacts. We have a contact database that consists of a Company table and an Individuals table. Although one Company may have several employees, our office assigns one "account rep" per company. Therefore, I have a field called "Account Rep" in the Company table. This field is filled in based on a value list of our sales persons names (Rep A, Rep B, Rep C). In the Individuals table I have a field called "Indv Type", also based on a value list, that assigns the type of contact it is ("client", "vendor", etc). I also have a field, "Indv Status" that designates if the contact is a "lead", "Active" or "Inactive". So, for example: Widgets-R-Us is a "Client" and a "Lead". The account rep is "Rep A". Widgets-R-Us has 4 employees. "Rep A", therefore, has 4 clients. Things-N-Stuff is a "Client" and "Active". The account rep is "Rep B". Things-N-Stuff has 6 employees. "Rep B" has 6 clients. I would like to be able to create reports that: Count how many "clients" my company has total, and count how many "Clients" each "account rep" has. I would love to express account rep's share as a percentage. (In the above example, My company has 10 total clients. Rep A has 40% of those clients, Rep B has 60%. Rep C has 0%.) I also want to break down an account rep's total accounts between "lead" "active" and "inactive". I was thinking I need to use the COUNT function, but am having trouble figuring it out. Link to comment Share on other sites More sharing options...
aldipalo Posted October 23, 2007 Share Posted October 23, 2007 (edited) Welcome to the forum. First, I would suggest that you add a "Sales Rep" table to your database. Unless you have a fixed number of sales reps with zero turnover. With the sales rep table whenever you change sales reps you can just add the new rep by using a value list related to the sales rep table. This will also make your count easier which will make your reports easier. HTH Client_Test.zip Edited October 23, 2007 by Guest I added this test file as an example. Link to comment Share on other sites More sharing options...
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