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Calculation Field that sums by Months

Question asked by AnnetteSteinberg on Feb 7, 2012
Latest reply on Feb 7, 2012 by philmodjunk


Calculation Field that sums by Months


FM Pro Adv, 11 V3,

I have two related tables Clients and Referrals.

The Clients table contains a date field and $ field(s). The Referrals name field is on the Client table.

I need to calculate the $ amount each referral name generated from the clients records for each month of the current year and each month of last year, and put in on a third related table.

I've successfully created a summary report - but that's not what is needed.

I've looked at other self-join relationship solutions on the forum but have not been successfull.  Your suggestions are appreciated.