Trying to Generate Report To get Summary by Account

[Nestor]

HI, THis is probably really simple, but cant seem to think of a way to do this.

I have a list of 1000 Records with different acct names. How can i create a report that will give me the total number of Records by Account.

Example.

Customer name Total Records

Chevron 5

Exxon 2

Costco 15

im just trying to find out how many times those names appear in my 1000 records the field is called "Customer_Names"

Thanks...

[CobaltSky]

Hi Nestor,

The problem you've outlined is most commonly solved by creating a summary field (defined to return a count of the account name field), then creating a layout with a sub-summary part (and no body part) where the sub-summary part is defined to appear "when sorted by" the account name field.

In the sub-summary part you should place the account name field and the new summary field (the one that shows a count of the account name field). Make the sub-summary part shallow (less than an inch), so it can provide a list effect when previewed or printed.

Once you've created the layout, as described above, you're basically done. Whenever you sort the records by the account name field and either preview or print the layout, you will be presented with a list of totals for account names in the records within the current found set (or for all records in the table, if there is no found set).

Assuming you need to generate the summary list fairly frequently, you will probably also want to add a script that automatically selects the layout, sorts the records appropriately and previews or prints them, then returns you to the layout you came from. If you get stuck creating such a script, let us know and I'm sure one of us here will be happy to help. :wink2:

[Nestor]

Thank You very much. It worked perfectly.

Thanks again..