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creating summary with portal data

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I have a portal from an Follow-Up Table that is tracking attempted call dates for a record in my main table. The portal record field is called "Attemept date". I also have a summary field in the follow-up table called "Total Attempts" which is a count of attempt date. Each entry will have multiple attempts.

I want to create a report that will list all of the entries that had an attempted call on a certain date - which I have done. However, the "total attempts" is not showing the total number of entries in the list (for instance, I'll do a search for today's date and will come up with a list of about 40 entries -- some have today's date showing in the "attempt date" field, others have previous attempts, and the "total attempts" says 6) What might I be doing wrong?

I want to create a report that will list all of the entries that had an attempted call on a certain date - which I have done.

Is the report based on the Main Table or based on the Attempts Table. It should be the second.

Performing a find in a portal for that date will lead to all records where at least once this date was met. I think the total record shown here ( 6 ) is the number of Main records, not the number of attempts.

  • Author

Originally I created it under the main table. I have columns for Lead Number, Attempt Date and Reset Date. When I search for yesterday's attempts it comes up with a list of 68 unique lead numbers, and gives me a total of 4 calls.

So, I tried creating a report based on the follow-up table. When I do this it brings up 170 leads, but many of them are repeated, so it's not a list of unique numbers. Then they are all counted into the total at the bottom.

What am I (still) doing wrong?

Hi,

Not sure I understood everything.

Though, have you tried a grouped sub-summary report.

If the problem is getting a count of the groups, then surely this is something missing in FileMaker but that can be done through a set of new calculations.

Just tell us more

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