1 Reply Latest reply on Sep 27, 2010 8:46 AM by philmodjunk

    Reporting - how to find data set

    revmk

      Title

      Reporting - how to find data set

      Post

      Hi all,

      My database has an 'agent' table.  As part of this it has a number of related records in an 'invoice' table with various status - paid, pending and authorised.  They are linked via the agent reference key.

      How do I go about producing a report which shows just the 'paid' invoices?  I have tried using the wizard but this seems to want to show all records for all the 'agents'.  I guess I need to perform some kind of lookup first, but Filemaker does not seem to offer this function within the wizard.

      Am I missing something very obvious here?


      Thanks

        • 1. Re: Reporting - how to find data set
          philmodjunk

          Is your report layout based on the "Agents" table or the Invoices "Table"?

          Base your layout on the Invoices table and put fields from the related Agents table in a sub summary part.

          Now perform a find on this invoices based layout for the records you want, sort them by agents (use the same field as specified in the "sorted by" field for the sub summary part) and you should be able to produce the report you need.

          If you need to list the individual items listed in the invoices and you have a related table of line items, base your report on this table instead of invoices. (You can still specify criteria such as it "paid" status that are stored in the invoices table.)