I am writing a report where I want to show sales totals by customer and by month for comparison purposes. I want to show each month as a separate column on the report. Based on information found in this forum, I have accomplished this by creating a layout on the customers table and creating multiple one row portals on the orders table, one per column, each with a filter for the month that column represents. This is working great.
I would like to enhance this report to show totals at the bottom across all customers showing the monthly totals. I haven't figured out how / if I can do that.
Secondly, I would like to be able to run this same report and show monthly totals by sales rep. Sales Rep is currently just a value list so I have to create the layout against the orders table and as such cannot create a "self portal" as it were. Do I need to move the Sales Rep into a table and relate it to the orders like the Customers table is in order to make this work? Or is there some other way to do this?