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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have a report displaying summary of sales for different sections. I am using a sub-summary when sorted by "sectionid".

My client's requirement is to export the summary results into an excel file.

Any idea how to do this?

Thanks in advance,

Garry S.

Posted

Make sure the records to be exported are found and sorted. Go to the export function dialog box select the field you want and click the button "Summarize by". Put a check next to the field you wish to summarize by (sectionid) and click "OK". You will now see that an additional field has been added to your list. It will be something like "SumSales by sectionid" (if SumSales is the summary field) and will be in italics. Select the SumSales field (non-italics) if you have included it and click clear (the field in italic will be the true summary). Click "Export" to complete the operation. -bd

This topic is 8777 days old. Please don't post here. Open a new topic instead.

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