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Creating and Updating Summary table

Question asked by laguna92651 on Dec 26, 2018
Latest reply on Dec 29, 2018 by philmodjunk

How might I go about creating a summary table of some invoice line details. I want to use the summary table to do some charting by year/month of amounts.

I created a summary table TO that has some calculate with sum() fields in it and then use a relationship of Year and Month Number to an Invoice lines TO. This sums fine, but I have to manually create 12 records for each year, I would like to automatically create the year and months as needed or annually.