3 Replies Latest reply on Nov 13, 2016 3:09 PM by philmodjunk

    Total for users

    lyntex

      I have 5 users of which have 100 records assigned to each user. - Each record is a customer that owes $100 each. How can I create a report that shows how much each user has collected once a record / customer has paid ( something like )

       

      user -1 ( 3 records paid ) - total $300

      user -2 ( 5 records paid ) - total $500

      user -3 (4  records paid ) - total $400

        • 1. Re: Total for users
          philmodjunk

          Much depends on your data model. I'd use three related tables for this, One for your 5 users--one record per user, One for your customers, one for each customer and, if each customer must make multiple payments, a table of customer payments with one record for each payment.

           

          A summary report base on the Payments table can provide you with report with one row for each user and the total payments received for their assigned customers.

           

          But this approach assumes a set of tables that you may not have.

           

          And if customers make one and only one payment, we can do this with two tables rather than three.

          • 2. Re: Total for users
            lyntex

            Wow...thanks so much...I wish I was more knowledgeable to do that...that seems it would solve my issue

            • 3. Re: Total for users
              philmodjunk

              Then please feel free to ask more questions.

               

              Please note that my previous response includes a question:

               

              Do you need to record multiple payments from the same customer?

               

              If you answer that question and then follow up with more questions about how to work from the resulting set of tables and relationships. I and other community members will be happy to work with you on this.