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Help Creating Summary Report

Question asked by sccardais on Jan 26, 2015
Latest reply on Jan 26, 2015 by sccardais


Help Creating Summary Report


I am trying to create a report showing the total number of customers by month starting 1/1/2005. 

My file includes more than 20,000 records including organizations who bought and later cancelled.

Fields in FMP file show the date ordered and, if appropriate, the date cancelled.

I can manually get a count by month by searching on accounts with a "Date Ordered" before a specific date AND a new find request that omits accounts also having a "Date Cancelled" before the same date. e.g. The account ordered before a certain date but they also cancelled before the same date.

Our records go back several more than 10 years so it would require more than 120 manual calculations.

I'm sure there's a way to automate this report in FMP but I don't know how.

In the end, I would the report to have two columns. One showing the Month/Yr and the other showing a count of Active customers. e.g. Jan - 2013 would show the total number of customers through Jan 31, 2013. Feb - 2013 the total number of customers as of 2-28-2013, etc.

Thanks for any help.