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

This topic is 5612 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

hello

Would really appreciate any help on my problem please

- I need to generate a personnel report - employees in my company are assigned to a specific group name - each group is assigned to one of 3 cost centres.

I need to generate a report which totals the number of employees for each group and then also provides a total under each of the 3 costs centres with a grand total at the end - the report needs to be something which I can export to excel. I've tried playing around with sub summary and grand totals but I'm failing miserably each time - just can't seem to get the right information to show up.

example of type or report required is

cost centre = Europe

group name 1 [no of employees in this group = ] 93

group name 2 [no of employees in this group = ] 36

group name 3 [no of employees in this group = ] 45

group name 4 [no of employees in this group = ] 66

group name 5 [no of employees in this group = ] 12

group name 6 [no of employees in this group = ] 15

group name 7[no of employees in this group = ] 11

total 278

cost centre = Asia

group name 8 [no of employees in this group = ] 18

group name 9 [no of employees in this group = ] 10

total 28

cost centre = America

group name 10 [no of employees in this group = ] 19

group name 11 [no of employees in this group= ] 11

total 30

grand total 336

Any hints would be gratefully received.

with sincere thanks

Carol

Posted

hello

I posted this in wrong forum so reposting here -I hope this is OK to do this

Would really appreciate any help on my problem please

- I need to generate a personnel report - employees in my company are assigned to a specific group name - each group is assigned to one of 3 cost centres.

I need to generate a report which totals the number of employees for each group and then also provides a total under each of the 3 costs centres with a grand total at the end - the report needs to be something which I can export to excel. I've tried playing around with sub summary and grand totals but I'm failing miserably each time - just can't seem to get the right information to show up.

example of type or report required is

cost centre = Europe

group name 1 [no of employees in this group = ] 93

group name 2 [no of employees in this group = ] 36

group name 3 [no of employees in this group = ] 45

group name 4 [no of employees in this group = ] 66

group name 5 [no of employees in this group = ] 12

group name 6 [no of employees in this group = ] 15

group name 7[no of employees in this group = ] 11

total 278

cost centre = Asia

group name 8 [no of employees in this group = ] 18

group name 9 [no of employees in this group = ] 10

total 28

cost centre = America

group name 10 [no of employees in this group = ] 19

group name 11 [no of employees in this group= ] 11

total 30

grand total 336

Any hints would be gratefully received.

with sincere thanks

Carol

Posted

You need to group your subsummary by cost centre and then group name. Make sure that you are sorting by the break fields. Based on your example, you dont need a body part.

Posted

hi

I've moved several steps closer and I've got the report so that it's sorted by cost centre then within that by group and I get totals for each cost centre and each group - BUT I only get a grand total of the groups at the end and not for each group within each cost centre - I think as Mr Vodka says that I need to sort by break but I do not know how to do this

Can anyone point me in the right direction please?

many thanks

Carol

Posted

IF you put the summary field ( using count of course ) on both the cost centre and group name subsummary parts it will total them for each. IOW, you can use the same summary field for both groupings.

If you have used the wizard to create your subsummary report, it should have prompted you to create a script. That script should already have it so that it would sort by your two break fields.

Posted

hi

many thanks for your advice - my head is getting even woollier than usual so I'm not sure what you mean when you say "if I set it up with the wizard it should have prompted me for the break" - I'd have loved to use a wizard but didn't know it existed?? I just set it up by inserting parts (in hindsight in a totally random way until it seemed to work!)

regards

Carol

Posted

"if I set it up with the wizard it should have prompted me for the break"

I didnt say that. :D-)

If you have used the wizard to create your subsummary report, it should have prompted you to create a script. That script should already have it so that it would sort by your two break fields.

When you go to create a new layout, and chooses list/report, it should walk you through the steps.

What you did by inserting the parts yourself is fine too, but I suggest using the wizard for those that are not 100% comfortable with subsummary reports.

In addition, you can go to the Layout menu and under part setup to move the subsummary parts if they are not in the order that you want.

This topic is 5612 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.