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Pulling records in a date range in a filtered portal

Question asked by TarraFarnham on May 14, 2015
Latest reply on May 14, 2015 by philmodjunk


Pulling records in a date range in a filtered portal


Hello everyone! I am creating a database to do my expenses for our business. I have a table, Transactions, where I enter in my receipts. I have a portal to another table, Itemized Expenses, where I list each individual item on that receipt, category, and cost.

I tried to do a report with subsummary calculations, but it didn't work. So, I created another report and used filtered portals by category, adding in a summary field to calculate the total by category, which works great. For instance, I have a portal for the category, Office Supplies, and I have a field that totals the cost of all the purchases I've ever made that match the category of Office Supplies.

My problem is that now I would like to be able to do a date range for these portals. I know you can't have more than one filter on a portal, so I'm not sure where to go with it. Please let me know if you need screen shots or other information.

Thank you!