AnsweredAssumed Answered

Summarizing fields on a report

Question asked by mvreade on Mar 13, 2013
Latest reply on Mar 14, 2013 by mvreade



I'm having a hard time getting summary reports running on the child table to total correctly.


I'm trying to write a report which is "Total Expenses by Customer, Detail".


3 Tables to think about: Customers, Expenses, Items.


The report runs from an Items layout, because I want to show all the items.


Relevant fields are:

Expenses::Total_cn = Sum (Expenses_Items::Cost_n)

Expenses::Total_sum = Summary fields totalling Total_cn


I have a summary fields sorted by Customer::CompanyName. If I use the Total_sum in this subsummary, it doesn't add up correctly.


I can make it work by by creating a self relationship on the Expenses table based on the customer_id.


But I'm wondering if there is a simpler way to do this.


And no matter what I try, I can't get the Trailing Grand Summary to add up all the totals for different customers.


Thank you,

Michael Reade


I can, of course, get the summaries and grand total to work if I run the report from the Expenses table. But I also need a detailed report.