The structure of your tables where you record this information will make a big difference as to whether this report is easy or hard to set up. What does the design of your tables look like?
Hi Phil. Thanks yet again for offering advice.
If I understand what you're asking, the field "Referral Source" is an indexed, text field with custom values in the value list (eg, physician, websearch, friend, existing client).
The design of my tables is pretty simple. I have only one table in each of 2 databases:
Table Name: Client Contacts 2008 Contact Management
Source: FileMaker FileMaker
Details: 76 Fileds, 526 Records 36 Fields, 463 Records
Occurrences in Graphs: Client Contacts 2008 Contact Management, Similar Company, Similar Name, Similars
The two are related such that names of contacts are the names of my referral sources.
Is that what you're looking for?
It's a start. How have your formatted your referral source field with a value list? Check boxes, radio buttons, drop down, or pop up? (Whether you permit one and only one value in this field or multiple values makes a big difference here.)
If you only permit one value to be stored in your field, you can set up a summary report with Referral Source (Don't format with a value list on this layout) and summary fields in a sub-summary part.
Here's a link to a simple tutorial on setting up summary reports that you may find useful:
Creating Filemaker Pro summary reports--Tutorial
Referral Source Type field is an editable drop-down list that allows only one value per field (eg, a client can be referred by only one source).
I'll look at the tutorial you sent, but my brain is fried today.