This thread seemed to die a painfull death, so I'm trying again!

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...

Create a table called "Global" or "Default" or something along those lines.

in that table, create a global field for StartDate and EndDate

Relate your Global table with your expenses where

Global::StartDate ≤ Expense::Date

and

Global::EndDate ≥ Expense::Date

Relate your Global table with your expenses where

Global::StartDate ≤ Invoice::Date

and

Global::EndDate ≥ Invoice::Date

Then put the start and end date fields on the layout and put the two portals on the layout too (make sure the layout is for the "Globals" table)

That should do it :