Report showing all detail records if one record in the query meets a criteria.

[DaveWick]

I am trying to create a report which basically includes the following:

Company, Wages, Contribution.

Each company reports wages for each employee every month. Then they also contribute to a general fund based on a percentage of the wages. For instance:

Company---Employee---Wages---Contribution
CompanyA---EmployeeA---$4000---$40
CompanyA---EmployeeB---$3800---$38
CompanyA---EmployeeC---$3800---$38
CompanyB---EmployeeA---$4200---$42
CompanyB---EmployeeB---$4200---$42

...and so on.

Each employee is required to contribute, in this example, 1% of gross wages to the general fund.

On occasion, the company does not pay in the required 1% of gross, say, for CompanyA EmployeeA, they only paid in $35.

Here is what I need to do. If any contribution amount for any employee is incorrect, I want to display all the records for that company, not just the incorrect ones. The report is grouped by Company, and may contain dozens of companies.

I am already passing a number of criteria to the report using a filter, including the date range and other fields which are informational.
I welcome any solutions. Thanks.

 

[ypma]

I have an idea how this could be achieved but want to get my facts right .

1. on opening the report the contributions not = 1% are flagged up IE in Red
2. From there you wish to open a report showing all that Coy's records and not the others
3.what version of ac are you using ?

 

[DaveWick]

1. Yes.
2. There may be several Companies whose contributions are inaccurate, so the report needs to contain them all.
3. 2010.

Here's a common scenario. I print a detail report for all contributions made in February 2013 for all companies. Rather than sift through that report and find inaccuracies (marked in red), I want to drill down to companies with inaccuracies and view all the detail for just those companies, ignoring the companies whose contributions are correct.

 

[ypma]

I am not a programmer so what you see is what you get, my solution gives you ability to check each company in turn .by opening the report for all a individual company. Have not looked at more than one at a time have a look and you might be able to modify it

 

[ypma]

Did you get time to check out my attachment if so by clicking the button on the report a new report should have been created for that coy records / feed back would be appreciated ?

 

[DaveWick]

This is a possibility if I cannot get a way to display them all on one report.

What I am thinking now, and I haven't had a chance to try it yet:
1. Run a query on inaccurate contributions, and specify it to return unique company values.
2. Filter companies displayed in the main report by that query.

I'll let you know how it turns out.

 

[ypma]

Dave, thank for keeping me informed , i certainly would like to see how your manage to isolate the defaulting coy,s and add them to criteria of the query . Best of Luck

Bob