Whitemtntn
IS-IT--Management
Running a report of Clients and Matters, where you enter a Date Range, and there are Balances Due for each matter over the course of that date range.
What I am trying to do is create Subtotals of that Balance Due for each matter, throughout the report.
I.E.
For CLIENT- 88888 MATTER- 11111
02-20-2008 BalanceDue- $400.23
03-18-2008 BalanceDue- $32.56
05-26-2008 BalanceDue- $101.90
Subtotal of BalanceDue for MATTER 11111 = $534.69
For CLIENT- 88888 MATTER- 23569
04-16-2008 Balance Due- $7.50
09-01-2008 Balance Due- $100.11
11-25-2008 Balance Due- $12.01
Subtotal of Balance Due for MATTER 23569 = $119.62
I tried creating a text field in the Detail of the report that is a Running Sum over Group where the control source is BalanceDue, but that did not work. It needs to be grouped by matter, but add up the balances for that matter. Any help is appreciated- thank you..
-jack
What I am trying to do is create Subtotals of that Balance Due for each matter, throughout the report.
I.E.
For CLIENT- 88888 MATTER- 11111
02-20-2008 BalanceDue- $400.23
03-18-2008 BalanceDue- $32.56
05-26-2008 BalanceDue- $101.90
Subtotal of BalanceDue for MATTER 11111 = $534.69
For CLIENT- 88888 MATTER- 23569
04-16-2008 Balance Due- $7.50
09-01-2008 Balance Due- $100.11
11-25-2008 Balance Due- $12.01
Subtotal of Balance Due for MATTER 23569 = $119.62
I tried creating a text field in the Detail of the report that is a Running Sum over Group where the control source is BalanceDue, but that did not work. It needs to be grouped by matter, but add up the balances for that matter. Any help is appreciated- thank you..
-jack