MONTHLY REPORTS

[danjacoby]

I would create a calc field that returns the month and year of the date. Then create a layout with a sub-summary part when sorted by this new calc field.

Next, do a sort on that field (and any other fields you want, such as "Product", "Customer", etc.). Then create a script that sorts, goes to the layout with your new sub-summary part. Note: The sub-summary will only show up in Preview mode (or when you print).

HTH,

Dan

[MEG]

I am new to creating reports on Filemaker Pro 5. I need to generate a monthly report on the products that we manufacture. The report currently gets the information and summarizes (total fallouts and percentages of fallouts). I need to get the report to collect the products by the month and year it was completed. I have created an arbitrary date field with the "Date(Month(date), 1, Year(date))" calculation. I am confused as where to go from here. Do I make a SubSummary part in my report and make the break field the arbitrary date field (which I have tried, it gives me all the data entered, not just the month and year totals.), or do I have to create a script to collect the appropriate data? I created a script to find the appropriate data but it is long and I would have to update the script every time the year changes. Is this right? or is there an automatic way?

Thanks

MEG

[MEG]

quote:

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Originally posted by danjacoby:

I would create a calc field that returns the month and year of the date. Then create a layout with a sub-summary part when sorted by this new calc field.

Next, do a sort on that field (and any other fields you want, such as "Product", "Customer", etc.). Then create a script that sorts, goes to the layout with your new sub-summary part. Note: The sub-summary will only show up in Preview mode (or when you print).

HTH,

Dan

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Thank You Dan. It worked great.