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i've tried the suggestions, it still returns no data. your suggestion to put a formula in the running total is a great idea that i had forgotten about, so I'll continue to tweak the running total details and see what happens. THANK YOU FOR YOUR RESPONSE.

i'm not sure if you're addressing me in your last response Synapsevampire.... but my response to THIS thread was not for YOU, but for cully651 (the person who's asking for suggestions). cully651 mentioned that he was using the select expert in his initial opening thread.

Hi SV this is the simple formula being used, which works for the months of February thru December. If {ltmaster.stage} in 60 to 65 and {ltmaster.fund-dt} in LastFullMonth and {ltpricing.promo-cd} <> 13 and {ltmaster.app-source} <> 7 then {ltmaster.tot-ln-amt} else 0 ....(i have a running...

don't get offended if I ask.... after you save and close out of the formula editor box, do you hit the "OK" button before you leave the select expert box? i do it as second nature practice because there were a few times that I only save and close, then i "X" out of the select expert box and...

don't laugh at this question... but, can someone explain why LastFullMonth does not work during January??? Feb - Dec works fine, pulling data for the prior month... but when a new year rolls in, reports pulled during January will return no info for December (i.e. a sum or count will return a...