Reports

[Richard Corso]

Can anyone lend a hand. I am trying to make a report that uses two tables. I have a table called “visain” and table called “cashout”. What I am trying to do is track the visa card (who turned it in and who cashouted it out. Sometimes the card comes in and gos out several times. Each card has its own number.

[LaRetta]

Hi Richard,

Visain and Cashout should be in same table with date/time and a Type field holding either In or Out. Reporting would then be a snap. :smile2:

[Richard Corso]

Thanks, I'll make that change.

[Richard Corso]

Well I tryed putting them in the same table, but now I have a problem with the two portals that hold the info.

[bcooney]

What two portals that hold the info? Can you describe in more detail the setup that you have. If you have a portal, then you have a parent table. What is the parent table's name? What is the purpose of the portal(s)?

[comment]

If I understand this correctly, you want to filter the portals (each showing records from a different occurrence of the same table) by the type of record (in or out).

[Richard Corso]

Yes. And to bcooney's question. I have DB with 8 tables, two are “cashout” and “visain” each have a portal that I use to enter each record (a cash out or visa in). I am trying to create a report that will show what customer cashed in a visa and what customer received on a cash out and so on. The idea of putting the two tables in one, sounded like a great one till I tried to use the two portals.

[bcooney]

So, on a customer form layout, you have two portals.

You can still have two portals. All that they are serving to do is to enter a record in the child table, and also set the type.

So, you'll need two table occurrences for the table, each related to customer by CustID and transaction type. Then, assign the portal to use the proper TO.

[comment]

I am trying to create a report that will show what customer cashed in a visa and what customer received on a cash out and so on.

Such report is best produced from the transactions table, with two sub-summary parts: by customer, and by transaction type (debit or credit). No portals are required for this.

[Richard Corso]

bcooney, I tried setting up the two portal as you stated (I think I did it right). But in the second portal I am getting a second record for each one I enter and when I delete a record in one portal, it deletes the records on the other portal.

Edited December 29, 2009 by Guest