Uh oh, report problems!

[Jful23]

Hello all,

Wondering if anyone can help me out.

I have two tables in FMP 7.0 - Invoice and Line Items. I have set up a data entry screen that shows records from the Invoice table with a portal for line items. I duplicated this layout and set it up as a search layout that allows the user to select their criteria from either portion. Both layouts appear to be working fine.

I would now like to take the result set of the search and create a layout that displays the Invoices sorted by Invoice number, with the related line items created in the data entry portal. The end result would be a layout that shows multiple invoices with page breaks in between.

Several of the Invoices have over 25 line items each - if I use the same set up on my report (a portal displaying the related Line Items for each invoice), I cannot see all related records.

Any ideas of what I can do to resolve the issue?

THANKS SO MUCH!!
Regards,
Jamie

 

[JeanW]

Hi Jamie,

It sounds as though you will need to create a sub-summary part on your report layout (defined to appear when the records are sorted by invoice number or clientname etc)

You will likely also require one or more summary fields that return the totals of your calculations for subtotal, total etc, and will then need to include these in the summary part.

When your records are sorted to group them, you will have a summary of the amounts in each group.

Note that the layout you use for this report need not to have a body part if your desire is to show only the sub totals for each group and the overall totals at the bottom (ie if you don't also wish to include the data within the individual records in each group).

Read the sub-sumary part in your manual or online help.
It will get you there where you want....as a start...to know where to put what and how and when...
Play around with it, and make notes what works and what not..just to remember how you did it...
HTH

JW