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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have a report that lists invoices by their payment method (Mastercard, Visa etc.) with a sub totals for each method.

That all works fine but it seems (once i've sorted it etc.) that it only showing one of the methods and only shows all the headings in Preview mode. I would like to not have to use Preview mode.

Is there a way around this?

thanks

Posted

One method would be to create a separate file with one record per payment type. Create a relationship based on payment type. Create a calculated field defined as Sum(PaymentType::InvoiceAmt). View as list, creating any necessary header and footer and you have a report you can work with in browse mode.

Alternatively, you could do this within the file using self-relationships.

Unfortunately, as you have discovered, the subsummary parts on layouts are meant to be viewed and printed only (thus they only show up in preview mode).

This topic is 8330 days old. Please don't post here. Open a new topic instead.

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