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Claris Engage 2025 - March 25-26 Austin Texas ×

Exporting a sub-summary report is providing wrong results


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Posted (edited)

I have an existing sub-summary report on a layout for InvoiceLIF records, sorted by Customer Name. There are calc fields that put each line item value into a category (separate fields for each category) then a summary field for each category field.

The report displays everything properly in Browse mode (FMP 10) but then when I export it I get the sum of the field for all records placed in the field for the first record. The values for all but the first record are blank except for the Customer Name

- I'm using existing fields that have been used for this report with no problems.

- All the fields are summary (Total of...)

- The export is grouped by the sub-summary field

- I've stripped down the layout to only include the fields required and the one sub-summary part.

- I've tried changing the sub-summary part between leading and trailing with no change.

- I've exported to Excel, HTML and CSV with the same results.

- I've tried it in FMP 8.5 with the same results.

Has anyone seen this or is there something basic that I'm missing?

Thanks much

Edited by Guest
Posted

I think this is it:

- The export is grouped by the sub-summary field

Since GetSummary(mySummaryfield;mySummaryfield) ...ignores the found set, you should instead turn to the "breaker-value" for this - here typically the clientID.

--sd

Posted

In order to export sub-summary values you must first group the records by a category, and only then add the summary field to the field export order.

Once you do that, you'll see two instances of the summary field: one provides a grand total value and will appear only once; the other (in italics with a "by Category" suffix) will provide a sub-summary value in each exported row.

Posted

Thanks Søren - I got the words wrong - it is by the break field.

Thanks again comment (man, you're all over the place!) - I haven't done it yet but it makes sense.

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