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Claris Engage 2025 - March 25-26 Austin Texas ×

Create a report with 2 list views?


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Posted

I am needing to create a report that essentially would need to bring in 2 list views on the same layout (one will be a list of expenses and the other a list of income). What is the best way to bring in these records in a list view on one single report? Thanks for any feedback.

 

Stephen

 

PS - I am using FMPA12 on a Mac

Posted

Stephen

 

I need a bit more info are you needing to consolidate two different tables (income / expense) as a list into one report.

are they needing them to be side by side? or just consolidated into one report?

 

can you describe your schema a bit more?

Posted

Stephen

 

I need a bit more info are you needing to consolidate two different tables (income / expense) as a list into one report.

are they needing them to be side by side? or just consolidated into one report?

 

can you describe your schema a bit more?

 

Sure, here is what I have for now.

 

I have a table let's call Reports. I have a couple tables that maintain the different categories that can be used in this report, a table for Income Categories and Expense Categories. The actual line items are in an Expenses table and an Income table.

 

What I need to do is create a report that can give me summaries and totals of the incomes and expenses per category. If it were just the expenses, no problem since I can create a list view by category and do my summaries and analysis. In fact, I have another report that does just that. The issue I have now is how to integrate into a single report all of the income and expense categories when these are on two different tables which in turn have their respective line items in another 2 different tables.

 

So to answer your question I would like to have these consolidated into a single report.

 

Thanks.

Posted

This is a job for, Virtual List Technique.

 

in short - you collect a return separated list of IDs from table 1 and also from table 2 after you had filtered the found set to your criteria ( date range for example )

and using a temporary table are able to parse out the value to the related data. 

 

- i  have to leave for a while - so I don't have time to find a good example - search the forum you may find some ideas.

 

will try to post when I return.

here is one example.

http://fmforums.com/forum/files/file/8-sheet-label-printing-virtual-list/

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