Customer History Report: Grouping?

[Lee Brock]

Thanks for your help.

What I need is screen report showing a single customer's history grouped by date with the related line items for each date.

So, far what I've come up with is a list showing all my line items from all dates and all customers grouped and sorted by Customer, then groped by Date above the line items related to to each date, i.e.,

Sub-Summary= Service_Order::Bill_to_Name

>>>Sub-Summary= Service_Orders::Sale_Date

>>>>>>Body= Line_Items::

Show Records from is set to Line_Items

I've tried doing a find for records only related to a single Customer and then switching to my Customer History Report layout, but still all the records are displayed.

Thanks,

Lee

[jamesducker]

Reading between the lines I suspect you already know this, but you did sort the records by both "bill_to_name" and "sale_date" AFTER doing the find?

Hope that helps... if not then at least we have eliminated it. Have subscribed to this topic so post again if you are still stuck.

Yours

James

[Lee Brock]

Thanks James. Yes it's set up to sort first by Name and then Date, the same order as the grouping.

I guess what I'm trying to get would be similar to a classic customer billing statement that would list all the transactions grouped by sale date. Seems like it should be simple, but I must be missing something.

[Lee Brock]

Anybody got and idea here?

[comment]

It sounds like you are doing the find in the wrong table. You need to find in the LineItems table (searching in a related field).

Alternatively, you could start with the customer's record and do a Go to Related Record [ LineItems; Show related only ] from there.

[Lee Brock]

Yup! That worked for the report. I should have know that; I knew it would be something simple.

Now for the script. I haven't tried the Go to Related Record [ ; Show related only ] function yet.

I take it I'll start that script on the customer detail form to show the line items associated with that customer?

Thanks

[comment]

I take it I'll start that script on the customer detail form to show the line items associated with that customer?

That's the idea.