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Okay, I apologize. I have the subreport created and grouped by {@Quarterly}: if datepart("q",{ADDITIONAL_LOAN_DATA.ApplicationCreationDateTimeInAvista}) = 1 then "1st Qtr" else if datepart("q",{ADDITIONAL_LOAN_DATA.ApplicationCreationDateTimeInAvista}) = 2 then "2nd Qtr" else if...

The main report has date parameters starting from 1/1/2011 to an end date (month end date).

Are you always running the main report for one month only? YES Is the quarterly sub just for the quarter containing the month in the main report? YES

LB said, "But what are you having trouble with?" I don't know how to obtain the # of loans with a {@PA Flip Date} on the subreport compared to # of loans without a {@PA Flip Date} from the main report displayed in a Quarterly %. I also don't know how to do this for YTD. LB said, "So are you...

Okay I've got my Quarterly subreport working - so I'm good there. I have the report grouped by {@PA Flip Date} in descending order for each quarter and each quarter displays a date of 4/11, 7/11, 10/11 - how can I change the display to "Quarter 2", "Quarter 3", "Quarter 4" for the group.

Okay I hope this helps you. Why do you need a subreport to do this? I’m thinking that I need one because the parameters to run the subreport will be different then the main report. I’m thinking I may need two subreports, one for quarterly and one for YTD. Is the issue that you want to bring...

Main Report Selection Criteria = {ADDITIONAL_LOAN_DATA.ApplicationCreationDateTimeInAvista} in {?Start Date} to {?End Date} and {PROPERTY._StreetAddress} like ["", "*Approval*"] Group Header #1 = {ACCOUNT_INFO.BrokerFirstName} Group Header #2 = {LOAN_GENERAL.LenderRegistrationIdentifier}...

I’m looking for assistance with creating a subreport to display a percentage of loans that have a value in a date field compared to loans that do not have a value in the same date field. This would be a quarterly percentage and a YTD percentage. Any thoughts on how to do this?

Thank you so much, that worked! :-)

I have created a report that will only display addresses where the address field is blank or contains the word "approval" (i.e. 1 Pre Approval St). I have attempted to use the following selection criteria: {PROPERTY._StreetAddress} like ["", "%approval%"] All the addresses that are blank...