Summary report trouble
I am using FM Pro 9 over a shared network, Mac OS X, still consider myself a beginner, though I have been working with FM for over 2 years...
I am trying to generate a summary report, which seems like it should be a farily smple endeavor... but I am stumped!
Our employees complete an .xls record of their hours worked, personal days taken, etc., which dumps beautifully into FM. I have generated a number of reports using the data without any trouble.
I have been asked to create a report that summarizes personal leave earned and taken for each employee. Each Employee Name should head a column, and each month should be represented in two rows, leave earned and leave taken, followed by the cumulative balance of leave for each employee... here is a sample of what I am trying to do...
Jane Smith John Cash
September Earned 2 2
September Taken 0 1
October Earned 2 2
October Taken 0 1
Balance 4 2
The problem is NOT with exporting data into such a report, it is getting it to drop into a layout... The trouble I am having is generating a calculation that will get the months leave "taken" to drop into the field.
Our employees daily activity is recorded by date, M/D/YYYY, and personal leave can be taken in .5 day increments, and they record it with a "P" in two of three activity fields (AM Activity and PM Activity). AND, each day of the month is entered in FM as it's own record... I normally generate reports from the list layout, but I don't want to see every record for each employee, I just want all employees included once in one report.
I am sure you'll have questions before you can help me, so please ask and I will clarify... It doesn't seem like this should be that hard! :)
Thanks in advance for any help!!