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Claris Engage 2025 - March 25-26 Austin Texas ×

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  • Newbies
Posted

I have a listing of invoices for the day with summarys for the day at bottom of report. How can i include summarys of fields for all records for the current month. example: i have summary of sales for the day. I would like to include summary for Sales for the month todate.

Posted

If you create a calc field with the following:

Date ( Month (SalesDate); 1; Year (SalesDate) ), and have a self join keyed on this calc, you should be able to count or total up those records with a summary field.

Posted

copy the table occurrence and then join both of them on the calc field

Posted

Why not add another summary section at the bottom of the report and have it be a sub-summary by month section. And then sort by month as part of the report script?

Posted

Oops missed that it was for a report. For some reason I thought the records were in a portal. I really do need to be more careful in reading the posts and in watching what forum it is posted to. ;)

  • Newbies
Posted

The report needs to firstly display the transactions in detail for the day only then the totals only for the month (without displaying all the months transactions)

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