Weekly Summary

[Mark Johnson]

I need to have a field that pulls a weekly sales total for a salesman. I have a field that has a total billed amount for each customer but need the total amount for the week for any given salesman that i do a find for. Whats the easiest way to do so? and also the same concept for the year.

[Mark Johnson]

Please.... Can anyone help? I'm getting a little frustrated right now. All i need to do is figure out how i can summarize a field i have that has the monthly premium the client pays. Basically its like doing a found set of records for all new clients for the week and summarizing the total premium of all clients entered for that week.

Edited October 9, 2008 by Guest

[Fitch]

Make a WeekOfYear calculated field and summarize by that. Do you know about summary fields?

[Mark Johnson]

No i dont have any idea about summary fields.I can make a calculated field with WeekOfYear ( date ) in it. But if i find all my new accounts for the week and say there is 4 new accounts for the week, each account for the week is paying $39.95 monthly premium. I need to sum up all 4 records for the monthly premium field in one field so i can see how i am doing for the week. As well as monthly and yearly to date as it progresses day by day. for example the above 4 records would have a weekly sum of 159.80 for the week as of today plus the ones i create tomorrow as well when it comes.

Edited October 9, 2008 by Guest

[mr_vodka]

Create a summary field that sums up the Monthyl Premium amount. Then use the new layout wizard to create a summary report. You can put the summary field in the header or footer of the report if you wish.

[Mark Johnson]

But how do i sum up the monthly premium amount on a weekly basses so i can see how much i am pulling in so far? I need to sum up the monthly premium amount for all records created each week in a weekly column but also sum up the same monthly premium field on a monthly bases. I need to break it down per day, week, month and year. Ive attached a jpg of the layout. the text in red is my notes. I hope this helps some. The monthly summary on the layout now is already done but i tried to figure out what was done and can't.

I guess in a nutshell, How do you do a summary for a price field based on a calc field with WeekOfYear that basically gets what week it is for the current week?

Edited October 9, 2008 by Guest