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Claris Engage 2025 - March 25-26 Austin Texas ×

Report data from another report


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Posted

New here, I have done pretty well so far with scripting and the relationships to get data back for reports. But now I have a request for something I'm not sure that can be done.

We have data from a table that contains and air day (day of week, name), number of minutes, as well as a dollar total, and a month/year (actually it is derived from a date field but only filter by month/year).

The report that we have working takes all the records for one month and shows what days of the week have how many minutes as well as a dollar amount from that record. As a trailing grand summary it totals everything individually, IE Sat=45, sun=60, Gross$=$xxx.

But my boss wants on the end of the report the totals (trailing grand summary) for the following 12 months to show as well, but its all records from the same table so when I search it only shows the month for the report. My only thought to this, which I tried and had limited success of, was to tell the script to run 12 times and copy the data from the end of each report to a global field that is static to day1month1 day2month1..., then show the requested month, but that will get to be a big number of global fields, one for each day and month, and a large script, also with the sorting could end up taking a while.

Is there a faster way, portal?

Posted

Consider setting up some more self joining table occurrences that use the ">" and "<" options to harness the data into date ranges. Use global fields on the parent side and target the "date" field on the child side.

The relationships then give you the option to define calculation fields to SUM on the relationship. Use the new "totaliser" fields on your report.

When the report is run the global fields will need to be manually entered to make the relationships and calculations work.

This topic is 5915 days old. Please don't post here. Open a new topic instead.

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