I’ve successfully managed to create a report that is grouped by Director.

I’m trying to add another group that’ll sum totals per Director per month. And since a director has many managers under him, these monthly totals must include their results. As such each record in my query has a Director field attached to it so that each manager record is linked to a director.

I haven’t begun on the monthly total part of my report yet until I know I’m pulling in all the correct records to begin with. So I’m testing if I can pull in every reference# per Director from my query record. When I do this however, the only reference#’s that appear are ones the Director themselves are responsible for, it doesn’t include the reference#’s of their managers.

So I tried writing various expressions to bring the field in without success, here’s one.

IIf([DefaultQuery]![RegionCode]=[Directors]![RegionCode],[DefaultQuery]![Ref#],IIf([DefaultQuery]![RegionalDirector]=[Directors]![Name],[DefaultQuery]![Ref#]))

Can someone maybe give a recommendation on where I might be going wrong?