Report with groupings and sub groupings.

[teachmecr]

I'm trying to create a report which has a format like this:

vendor name
salesguy1
finace program1 sum(amount)
finace program2 sum(amount)
Total sum(amount) --for salesrep1

salesguy2
finace program1 sum(amount)
finace program2 sum(amount)
Total sum(amount) --for salesrep2

The data looks something like this:

Vendor Name Amount Program Name Sales Rep
Vendor1 32550 Program 1 John
Vendor1 125014 Program 1 Bill
Vendor1 102900 Program 1 Bill
Vendor1 113925 Program 1 Bill
Vendor1 59545 Program 2 Bill
Vendor1 32970 Program 1 Bill
Vendor1 47750 Program 1 Bill
Vendor1 104475 Program 1 Bill
Vendor1 127745 Program 2 Bill
Vendor1 128243 Program 3 Bill
Vendor1 14171 Program 1 Bill
Vendor1 109849 Program 3 Bill

I'm using CR 10. I would appreciate if anyone can suggest me how to go about it. Thanks

 

[IanWaterman]

This is pretty basic stuff, you will benefit from a Crystal Course.

Enter the data into the details line as you indicate above.

Insert Group- > select Vendor
Repeat
Insert Group- > select sales rep
Repeat
Insert Group- > select Program

Right amount field and select insert summary, repeat for each group.

suppress details and job roughly done. Will need some tidying up.

Ian

 

[synapsevampire]

Use the pull down menu->Insert Group, and select Vendor, then do it for the Salesguy, then Program.

Right click the details section and select suppress.

Place the amount field in the details, right clikc it and select insert->summary->sum and select for the finance group, then do it again for the Salesguy group, then again for the vendor name (assuming you want totals there as well).

Right click the finance group header and select suppress.

The report should look pretty close to what you want, with th summaries generated.

-k