reports

[hinser13]

I have a report I use as a statement of payments. I use the sum function to add the quotation values. Some are completed and invoiced some are not.

The sum function adds all the quote values and there is a field that states invoice payment received (Yes/No value) Can I use conditional formatting to subtract the quote figures where the field "payment received" is ticked yes?

 

[apr pillai]

1. Create a Query for the Report; setting filter criteria True in the Payment Received Column.
2. Use the Query as Record Source to the Report.

If you want to show both figures on the same Report then do the following method.

1. Create two text boxes at the Footer of the Report one below the other.
2. Write =Sum(IIF([Payment Received],[QuotAmount],0)) in the First Text Box
3. Write =Sum(IIF([Payment Received]=False,[QuotAmount],0)) in the second Text Box.
4. Change the Caption of both text boxes with appropriate Caption.