I'm developing a tool for my staff which, let's say for the sake of this discussion, tracks sales per employee department (front of house, B2B, manager, etc.) Currently, I have a report that displays a simple, short list that looks something like:

Front of House 217

B2B 198

Manager 72

(etc.)

This report contains two fields. Let's call them:

Employee::Role (from related table)

z_Count (from main sales table)

What I want is another report identical to this one, but it only totals results from the main table where the SalesDate is greater than a specified date (this is a static date, so the end user need not edit it).

How can I get started with this?

Bonus points if I can do it without a report layout, but rather place fields representing only two of the employee departments and their corresponding sales count on the "front page" layout which is based on the main sales table. I'm trying to track sales count for only two departments during a promotional period.

If you do not want to produce a report (i.e. perform a find for the records that you want to summarize), then you must use a relationship to determine which records to include.

Filtered portals are another option - if you have version 11 (please update your profile to reflect your version and platform).

I tried creating a new Sales table occurrence with the relationship "CreatedDate" > "CampaignStartDate," but the relationship alone doesn't seem to apply the filter. As a novice, started getting lost at that point.

you have to add a new Portal or layout BASED on the new context:"CreatedDate" > "CampaignStartDate,"

Lets say your new TO( is table occurrence 2) then add a new Layout based on that TO and see what happens.

EG> ID = ID & createdDate ≥ CampaignstartDate