Listing Entries from Multiple Tables in one Cohesive Report
My application involves government forms. I am using v. 10. the form requires a listing of stocks, bonds, funds, etc on pn page where I have a portal for data entry and the information is listed in the Investments Table. Then, there is a second page for entry of bank accounts. Thus, I have a table for Investments and another one for bankaccounts. Both are related to the applicant table.
Both Bank Accounts and investments have a type code, 1 for checking, 2 for savings, 3 for stock, 4 for mutual funds, etc. Both the Investments and Bank Accounts tables use these codes.
I am still a Newbie. I am trying to figure out how I can produce a list of all bank accounts and investments (and a life insurance and a few other items all kept in their own tables) on a vertical list. It would look like this:
John Smith - Applicant
1 Checking ABC Bank $2,000.10
2 Savings ABC Bank $3,440.50
2 Cert. Deposit XYX Bank $25,000.00
4 Mutual Funds Merrill Lynch $55,000.00
7 Annuity AIG $40,000.00
9 Property Big Lake $30,000.00
The first 3 entries would be from the Bank Accounts Table, the next 2 from teh Investments Table. I would like to add Life Insurance, etc that are kept in separate tables.
for any direction you may have.