Much depends on the structure of tht spreadsheet. If it is logically laid out so that each row represents one call, a summary report based on this data should be very possible to do. But I'd suggest setting up a database on a network so that people can log new calls directly into the database instead of into the current spread sheet.
Here's a tutorial on summary reports that you may find useful: Creating Filemaker Pro summary reports--Tutorial
Please post any questions you might have about that tutorial here, not in the original thread. I am very unlikely to see any comments that you post in it.
Thank you Phil! They already have an online system for logging calls and I used that system to generate the excel file. There's no way they will move systems and the system cannot generate this kind of report easily.
I have played around with the summary report! How do I modify it so that it will show:
Instead of listing all 10 calls under Amy?
Also I used the List function to return a list of the agent names but I don't want duplicate names. So List(Amy, Amy, Bob, Candy) will return only Amy once. What do I do to prevent repeats?
Thanks so so much!
What you have requested is covered in the tutorial. You remove the body layout part from your layout and just have a sub summary part "when sorted by" your sales person. A summary field is then used to show the # of calls for each.
As to your list function, that function has no part in the summary report that we are describing here. How do you intend to use it?
Frankly, I'd set up a related table with one record for each sales person and then such a list of the values from that table will not have duplicates. ExecuteSQL can be used to produce this list and then the DISTINCT keyword can be used to omit the duplicates as well.