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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have a database of accounts, and a related table listing the people that have sent me those accounts over the years. Each person listed has sent multiple accounts over many years.

I am trying to figure out how to display (graphically if possible) in my main database how many of those accounts were sent in during the past twelve months, how many where closed (as a percentage), what the average cost was, and a few other things. Basically I want to create a snapshot of the effectiveness of that particular business relationship whenever I look at one of the accounts the person sent in.

I have the feeling this isn't too hard, but I'm stumped. Any help would be apprecaited.

Thank you.

Posted

I'd like to clarify some of the terms you are using. "A database of accounts" means what exactly? A table in your solution that has each Account with a unique ID?

Then you say, "a related table listing people." So, each Account record has the PersonID who referred this account?

"Main database" - what is that? The Accounts table?

"How many were sent in" - you store a Date the Account was created?

"Closed" a date also or a status? A percentage of what?

"Average Cost" using what numbers? Where are they stored?

Seems to me that you want a sub-summary report. Find the Accounts created for a date range, then sort by PersonID referred, then status, etc...

This topic is 5221 days old. Please don't post here. Open a new topic instead.

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