Reporting Summary Fields
We are developing reports from an external SQL database for which we do not have writing priviledges. One of the tables, PAYMENTS, is a list of transactions with the following significant fields.
ClientID, AccountNumber, TransactionDate, BeginningBalance, PaymentAmount, EndingBalance
For a given reporting period (monthly) we want to summarize the transactions shown in the table.
Summarize by year(TransactionDate)
Summarize by month(TransactionDate)
Summarize by ClientID
Summarize by AccountNumber
Max(BeginningBalance) : shows balance before the first transaction
Sum(PaymentAmount): shows the total of all payments made
Min(EndingBalance): shows the balance after the final transaction
The report has no BODY
The AccountNumber and other fields are shown in the AccountNumber summary section
Report subtotals are the problem:
We cannot summarize the BeginningBalance nor the EndingBalance.
We need to summarize the Maxes of the BeginningBalances and the Minimums of the EndingBalances
Thanks for your help