Report Conundrum

[Kevin Field]

Hi all,

I have a table which contains renewal information. This is basically a long list of client names, company name, amount they recieved and date they recieved the money.

I have a query which pulls this out of the renewal table and i have based my report on this query.

My problem here is that i want to first group the renewal by client (using the ref which is unique to each client), and then group that by company. All this needs to also have a date range eg 1/1/2010 - 31/12/2010.

The end product i want is to have a report which shows a Client Ref, and the total of all the renewal for each company listed below them.

Could someone point me in the right direction here? I currently have a report which for some reason takes the highest amount of each company and then sums those results at the end of the report.

Thanks for you help.

 

[apr pillai]

1. Open the Report in Design View.
2. Click on the Sorting and Grouping Toolbar Button.
3. Select Company for sorting Order, set Group Header/Footer Property settings to Yes. You can place the Company Name in the Group Header Section and place =Sum([Amount]) expression in a text box in the Company Group Footer Section to take company-wise total.
4. Select Client Ref as second Group item in the sorting and grouping field list. You can select sorting order Ascending/Descending as you need it. No need to turn on the Group Header/Footer section, if each client have only one record other-wise you can turn it on to take client-wise summary, like you did for Company.

If I understood you correctly, the above design changes will solve your issue!