Script or Report Setting?

[donnahue]

Hello,

I am very new to FM. I am not sure if this is a scripting question or not. I apologize if this is posted in the wrong area.

I am trying to create a file to collect member charge ticket amounts and then create monthly statements.

I have set up 2 tables: Member and Transaction

My statements seem to work correctly. But I want to specify a Start Date (month) for the statement and have the records for that month to be the only ones included on the statement. I do not know how to do this.

Plus, I want to provide the Previous Balance (which would be the Total of the "TransactionMade" before the "Start_Date"). I do not know how to do this either.

I have included my file.

Thank you in advance,

donnahue

Transactions.fp7.zip

[jonathanstark]

Check out the attached file for an example of how to print statements for specified month.

Transactions-JSTARK.fp7.zip

[donnahue]

Thank you! Thank you!

There is NO WAY I would have worked it out.

I understand the steps of the script, but I don't know to write anything yet. I've got lots to learn!

Only one more question about this file.

How do I create a Previous Balance?

I'm assuming a calculation field totaling the TransactionMade field for each the member before the Start_Date... but how do I do this?

Thank you

donnahue

[jonathanstark]

Glad to help! ;-)

There are a bunch of ways to deal with the previous balance issue. chose a relationship method. Check the attached file for an example.

Best!

j

Transactions-JSTARK2.fp7.zip