Hello,

I'm a beginner user having a problem with calculating data in a portal based on a date field.

The items I am working with are:

Invoice (the portal table name)

Payment Date (Date field)

Payment Amount (Number field)

I'm a guitar teacher and I would like to create a report that displays income sorted by year and then month.

I am sure this is very rudimentary, but the other answers out there seem to involve more complex operations. Any help or direction would be really appreciated.

Kind regards,

Joel

Edited March 23, 201015 yr by Guest

Wouldn't sorting by the payment date do essentially the same thing? You can sort the portal under the portal options.

Did you make sure that your Payment Date field in indeed a date field?

Hi John,

Thanks for your response. What I'm looking to do is generate a report on a separate layout. Some additional information I realise I left out from my original post is that the report would need to calculate across all the records (not just one student).

For example:

2010

-January

--$500

-February

--$600

etc.

Your report should be based on a layout of the payment table.

Create two calculations called cMonth which has the formula of:

cMonth (date result ) = Payment Date - Day ( Payment Date ) + 1

and

cYear (number result ) = Year ( cMonth )

Make the break field for your subsummary parts be the cYear first and then cMonth second.

On your subsummary part for cMonth, you can format the field to only show the Month name.

Fantastic!

Thanks so much for your help. I really learned a lot here.

The report works perfectly.

Kind regards,

Joel