Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 5968 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted (edited)

I'm not getting any replies so I'm guessing my problem wasn't stated clearly. I'm going to try to explain what I need, but please be patient as I'm not that good at this.

I have a report that has a summary field of all the pmts taken in for a day.

We are adding the form of payment being taken in; cash, check, credit card, money order, or other. This text field is being added next to each individual payment.

My boss wants a total of payments taken in by each individual method. So I need to create a field for cash, credit card, money order and other individually to give him a total for each method.

I am at a stall as I don't know how to define the fields or write scripts to make this happen. Any help is greatly appreciated.

Edited by Guest
Posted

All you need is ONE summary field (total of payments) and a sub-summary part (when sorted by PaymentMethod) on your report layout. You can delete the body part if all you want is the sub-totals.

  • 2 weeks later...
Posted

The trouble I am having is that the summary field needs to summarize the last entry on all records that have an entry on that date, on a repeating field.

The pmt method is showing the first value in the repeating field and not the last. I'm trying to fix it in the repeating fields value but it's not working.

Posted

Each payment needs to be a separate record in a Payments table. If I understand correctly, you now have a table where each day is a record, and each payment is an entry in a repeating field? That won't work if you want to summarize your data.

This topic is 5968 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.