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, 200817 yr by Guest

This sounds like a cross-tab report, rather than a pivot table. This techique from Mikhail Edoshin's site should get you started: Link

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