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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I am building an Aged Receivables Report in Filemaker. While my report uses our Invoices table, I've excluded the body part, and am using a "Sub-summary when sort by" part. This part contains a number of summary fields that sum the balances of this Invoices table to show some total balances for each customer. It is working as expected.

The issue arises when I try to use the same summary fields for different sorts.

Current setup: summary fields that are running totals and restart summary for each sorted group when sorted by CustomerID

This works great

Desired setup: Current setup, plus the ability to sort by, say, the salesperson for each customer, so that we can see how much each salesperson is selling.

I would like some way of displaying a total of all the summary fields, which would result in the total sales for each salesperson

The issue is that the summary field requires that I specify for which field it restarts the summary. I've selected the CustomerID field, but this obviously won't work when I sort by salesperson. My goal is essentially a "summary of summaries." Any suggestions on how to accomplish this?

Note: There are multiple summary fields. The reason this is not done with stored values in the customer's file is that the receivables report requires a date, and the summary values can and will change based on the date selected.

Posted

I suppose I have done enough sub-summaries that require a break field that I somehow came to the conclusion that I had to specify a break field for this report to work.

You're right. By disabling the running total, the result I needed arises. Thank you.

This topic is 4910 days old. Please don't post here. Open a new topic instead.

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