Summary and detail in same report

El Rebelde

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I am recording financial transactions for several different people in a table with the following fields:
AwardID (AutoNumber URN)
AwardDate
AwardTime
RecipientID (Reference to recipient's personnel record)
DispenserID (Reference to dispenser's personnel record)
AwardCatID (Reference to AwardCategory record eg Pocket Money, Clothing Allowance etc)
AwardValue (Currency)
Code (Represents savings or spending)
Explanation (Free text field)

I've built a report that groups transactions by Award Category and calculates a running total and a current value for the group. So far so good!

What I want to do now is summarise the value for the group as of last week (<= Date()-7), and then list the detailed transactions thereafter with a current total as a footer. Something like this:

Pocket money savings as of 2nd February: £25:12

Date - Code - Value Running total
-------------------------------------------------------
4th Feb Saving £10:00 £35:12
7th Feb Spending £7:50 £27:62
Carried forward £27:62

The summary of the transactions up to the previous week works well, but I can't get the subsequent transactions to display properly in a subreport. (I get multiple, duplicated detail records.)

Am I going about this the right way or is there a better way of achieving the report that I've described?

Many thanks for your consideration of my problem.

Stuart
 

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