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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Ok, I'm using FMStarting Point and haven't really modified it too much so hopefully your familiar with the layout.

I have a field for each of the following:

Date

Name

Subtotal

Total

We sell about 20 products, but are broken down into 4 categories (Product 1) (Product 1 Accessories)(Product 2) (Product 2 Accessories).

Our accountant is wanting totals from each of the following categories which would also need sorted by date.

I've gotten it to work with Find, but it's finding every invoice that has for example "Product 1" in it and getting a total from that, when Rather I need it to only take the price of "Product 1".

I can try to explain further if needed, however I am new at FM so keep that in mind when replying please :)

I attached a screenshot of what I have at the moment for my layout.

-Andrew

fmhelp.JPG

Posted

I'm not familiar with FM Starting Point. However, any well-designed invoicing system has a line items table. That is the table from which you should design your report. Ideally, you could find for a date range, and then sort by product category. A sub-summary report by product category would get you the breakdown that your acct requires.

This topic is 4948 days old. Please don't post here. Open a new topic instead.

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