MitchBVI Posted May 29, 2008 Posted May 29, 2008 (edited) I would like to summarize invoices by client on a monthly basis. Essential I need a column for client then column for 12 months and finally a total. It follows I need to add up each clients invoices for each month. I would then have a row for each client. I could export all the records to Excel and use a pivot table to do this but that is very clumsy and I wondered if anyone had any suggestions. Thanks Mitch Edited May 29, 2008 by Guest
bcooney Posted May 29, 2008 Posted May 29, 2008 This sounds like a cross-tab report, rather than a pivot table. This techique from Mikhail Edoshin's site should get you started: Link
MitchBVI Posted May 29, 2008 Author Posted May 29, 2008 You are correct in its first iteration it is cross tab. I intend to add other categories once I had figured out stage one. Thanks for the link it looks as though that will get me started. Mitch
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