post the file
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Hi James –
1. Base your report layout on the Join table (if you haven't already done so).
2. Since you want to summarise by the related name field, you need a sub-summary part with that field as a break field.
3. Items (and any field from the join table itself) go into the body part, since that is … well, the body of your list.
4. Don't forget to sort by 1. the break field of the sub-summary part, 2. by date; the first sort field will create the groups, the second one will sort the items within the each group.
THANKS. Lifesaver. Works perfectly.
In case anybody else has a similar problem, my misconception was that I could get two tables with a join table to behave as though the data was all in one table. By using the join table as the basis for the report, it could draw on both tables without confusion, and sort based on the fields I needed.
It's working fine based on erolst's recommendation.