3 Replies Latest reply on Sep 11, 2015 5:26 AM by mikebeargie

    summary reporting problem

    dodomessage

      I just learning FM recently, hope I explain my question clearly.

      Using invoice file from start solution to exercise.

      I want create a layout which can show invoice report include item name and customer summary for what I pick ,

      therefore I copy [print/send invoices print] that already exist, the body still is [invoice data] ,

      Then add sub-summary when sort by invoice ID to show many Invoice and insert  [invoices:: Total] field show summary for each invoice,

      However I can’t add outer layer to summary all [invoices:: Total] for all invoice that I pick, and I sure I already add sort function in layout script,

      is there have any problem or suggest a good way to do this job.

      it bothered me for a long time.

        • 1. Re: summary reporting problem
          mikebeargie

          You need your summary field to be in the same table as your InvoiceData::Amount field. That way it can summarize that amount, and be divided by a subsummary and leading grand summary.

           

          Nested order looks like this:

          Leading Grand Summary

               Leading Sub Summary

                    Body

                    Body

                    etc...

          So if I had two invoices, with two $100 transactions on each invoice, my sorted order grand/sub summary parts would be:

          Total of All Invoices - $400 <--This is InvoiceData::Total

               Total of Invoice 1 - $200 <--This is also InvoiceData::Total

                    Invoice 1 Record 1 - $100 <-- This is InvoiceData::Amount

                    Invoice 1 Record 2 - $100 <-- This is InvoiceData::Amount

               Total of Invoice 2 - $200 <--This is also InvoiceData::Total

                    Invoice 2 Record 1 - $100 <-- This is InvoiceData::Amount

                    Invoice 2 Record 2 - $100 <-- This is InvoiceData::Amount

          So I think you need to move your Invoices::Total field to your InvoiceData table, and create a leading grand summary with that total field in it, and you should be fine.

           

          If that still doesn't make sense, please post a demo we can look at.

          • 2. Re: summary reporting problem
            dodomessage

            thanks for your answer

            I understand what you say and also did it successfully,

            Seen this is the only way to show report that I want. besides [invoice data]  tab will fatter.

             

            Thank for your answer again.

            • 3. Re: summary reporting problem
              mikebeargie

              besides [invoice data]  tab will fatter.


              Not sure what this means, but I'm glad you were able to figure it out!