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.

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, 200817 yr by Guest

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

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, 200817 yr by Guest

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.

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, 200817 yr by Guest