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

This topic is 5758 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

It's me again folks, hoping I get some advice before I dive into the next section of my database here.

My client wan't to be able to print out a report of his expenses and invoices to take to his accountant.

I have an invoice table and a expenses table. I know I preform a find function, but I was hoping I can get this to generate a form of some sort where he puts in the beginning date and an end date, and the search pulls records from BOTH databases, sorts them by data (both records togethor) then finally does a tally at the end.

Where would I start?:

Posted

One option is to import from both tables into a third table.

Posted

Mind letting me in on the process? This would have to be dynamic as this is something he'd want to do once or twice a month at least.

How do you have FM import data from itself then?

Posted

I've investigated some results on things like "Finds across multiple tables", "Reports from mulitple tables", and the vast majority of results come from very sophisticated developers using vast scrips and cryptic field names.

My Goal:

To have a seperate layout where my cleint can go, put in a beginning date and end date....either hit a search button or have the system dynamically show the search results (in a portal?) and have the system automatically do a sum calculation.

If the results from the invoice and expense table have to be shown seperatly, so be it, as long as I can do a calculation on the results.

Thinking a layout with two portals(one from invoice the other from expense) that (and I don't know how to do this) are "filtered" by the input date range.

He then prints the page, takes it to his accountant...

This topic is 5758 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.