Report Grouping Problem

[purchaandr]

Hey there again guys,

Everything has been going great on my project (especially with you guys helping out with my mishaps!) up until the dreaded topic of reports has surfaced!

The system is a basic CRM system for a friend and I need to generate a basic(ish) report.

The structure is as follows:


1 project has multiple opportunities
Each opportunity has multiple activities associated with it.






I can currently display the project as the report header and then display each opportunity, however i’m having trouble grouping multiple activities under each related opportunity as I only seem to be able to have one report detail section that repeats the multiple opportunities assigned to the project.



e.g. the report is currently coming out like this:

Project 1
Opportunity 1
Activity 1 (Activity linked to opportunity 1)
Opportunity 1
Activity 2 (Activity linked to opportunity 1)




But would want it:




Project 1
Opportunity 1
Activity 1 (Activity linked to opportunity 1)
Activity 2 (Activity linked to opportunity 1)


If anyone can let me know how I can get my activity entries consolidated under the opportunity they are assigned to that would be great as im really stuck. I'm sure it is just a simple fix such as a grouping setting or something so anything which anyone can add would be greatly appreciated.


Thanks,


Andrew

 

[stopher]

If anyone can let me know how I can get my activity entries consolidated under the opportunity they are assigned to that would be great as im really stuck. I'm sure it is just a simple fix such as a grouping setting or something so anything which anyone can add would be greatly appreciated.

That's right, you need to add a group level for the Opportunity field.

For versions up to Access 2003...there's an icon in the design toolbar called sorting and grouping (or via the menu.. View=>Sorting and Grouping). I'm guessing it's in the design toolbar also in A2007.

Then you add your field to this grid and set the Group Header in the same view to Yes.

Once the group header section is visible on your report you can add a text box for Opportunity to the Group Header section.

hth
Chris