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#1
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#2
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Hello, and thanks so much for looking at my problem. I apreciate any help I can get, I need to finish this today. I have a Filemaker Pro 5.5 file. I need help with a report. I have the following fields I need to total... Order Number...Customer Name.....Vendor Name.....Bill Date.....Due Date.....Billed Amount.....Gross Profit I've created a columnar report that displays each order in line fom left to right as above. It dispalys all of my orders on one screen/ report. I would like a total of Amount Billed and a total of the Gross Profit for each Customer Name. Or would that be a summary? I'm not sure. In either respect, I would like to see the totals of how much revenue and profit were generated from all the orders on the report. Thanks |
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Header {If wanted} --------------- |
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Sub-summary by CustomerName (Leading) --------------- |
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Body --------------- |
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Sub-summary by CustomerName (Trailing) --------------- |
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Trailing Grand Summary --------------- |
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Footer {if wanted} --------------- |
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#3
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In article <1180910802.006301.255... (AT) w5g2000hsg (DOT) googlegroups.com>, itsmewhoe... (AT) hotmail (DOT) com wrote: Hello, and thanks so much for looking at my problem. I apreciate any help I can get, I need to finish this today. I have a Filemaker Pro 5.5 file. I need help with a report. I have the following fields I need to total... Order Number...Customer Name.....Vendor Name.....Bill Date.....Due Date.....Billed Amount.....Gross Profit I've created a columnar report that displays each order in line fom left to right as above. It dispalys all of my orders on one screen/ report. I would like a total of Amount Billed and a total of the Gross Profit for each Customer Name. Or would that be a summary? I'm not sure. In either respect, I would like to see the totals of how much revenue and profit were generated from all the orders on the report. Thanks Summary fields and Layout Parts are exactly what you want. First you need to create Summary fields that will be used to sub-total the record fields for each Customer and an overall total. In you case you only need two - one for Billed Amount and one for Gross Profit - it's where on the Layout you put these fields that determines what they total. eg. s_TotalBilledAmount Summary Field Total of BilledAmount s_TotalGrossProfit Summary Field Total of GrossProfit Next you need to create a layout for the report. It should look something like (sorry the lines aren't quite long enough to show this properly - the fields and the headings should both be on single lines): SALES REPORT [Current Date] |Header {If wanted} --------------- [Customer Name] Order No. Vendor Name Bill Date Due Date Billed Amount Gross Profit |Sub-summary by CustomerName (Leading) --------------- [OrderNumber] [VendorName] [BillDate] [DueDate] [BilledAmount] [GrossProfit] |Body --------------- [s_TotalBilledAmount] [s_TotalGrossProfit] |Sub-summary by CustomerName (Trailing) --------------- [s_TotalBilledAmount] [s_TotalGrossProfit] |Trailing Grand Summary --------------- [PageNumber] |Footer {if wanted} --------------- Where [] denotes fields. Putting the Summary fields in a Sub-summary Part of the Layout means it will only total records with the same data (exactly the same) in the appropriate field - in this case CustomerName. Putting the same Summary fields in a Grand Summary Part of the Layout means it will total ALL the records in the Found Set. Now that you have this Layout, all you have to do is Find the records you want in the report, sort them by CustomerName and then print or Preview this Layout. All done! )The Summary fields themselves don't care what you're trying to summarise by (it's the Layout Parts that determine it), so you can easily create another similar Layout to obtain a report by Vendor. Helpful Harry Hopefully helping harassed humans happily handle handiwork hardships ;o)- Hide quoted text - - Show quoted text - |
#4
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In article <1180910802.006301.255... (AT) w5g2000hsg (DOT) googlegroups.com>, itsmewhoe... (AT) hotmail (DOT) com wrote: Hello, and thanks so much for looking at my problem. I apreciate any help I can get, I need to finish this today. I have a Filemaker Pro 5.5 file. I need help with a report. I have the following fields I need to total... Order Number...Customer Name.....Vendor Name.....Bill Date.....Due Date.....Billed Amount.....Gross Profit I've created a columnar report that displays each order in line fom left to right as above. It dispalys all of my orders on one screen/ report. I would like a total of Amount Billed and a total of the Gross Profit for each Customer Name. Or would that be a summary? I'm not sure. In either respect, I would like to see the totals of how much revenue and profit were generated from all the orders on the report. Thanks Summary fields and Layout Parts are exactly what you want. First you need to create Summary fields that will be used to sub-total the record fields for each Customer and an overall total. In you case you only need two - one for Billed Amount and one for Gross Profit - it's where on the Layout you put these fields that determines what they total. eg. s_TotalBilledAmount Summary Field Total of BilledAmount s_TotalGrossProfit Summary Field Total of GrossProfit Next you need to create a layout for the report. It should look something like (sorry the lines aren't quite long enough to show this properly - the fields and the headings should both be on single lines): SALES REPORT [Current Date] |Header {If wanted} --------------- [Customer Name] Order No. Vendor Name Bill Date Due Date Billed Amount Gross Profit |Sub-summary by CustomerName (Leading) --------------- [OrderNumber] [VendorName] [BillDate] [DueDate] [BilledAmount] [GrossProfit] |Body --------------- [s_TotalBilledAmount] [s_TotalGrossProfit] |Sub-summary by CustomerName (Trailing) --------------- [s_TotalBilledAmount] [s_TotalGrossProfit] |Trailing Grand Summary --------------- [PageNumber] |Footer {if wanted} --------------- Where [] denotes fields. Putting the Summary fields in a Sub-summary Part of the Layout means it will only total records with the same data (exactly the same) in the appropriate field - in this case CustomerName. Putting the same Summary fields in a Grand Summary Part of the Layout means it will total ALL the records in the Found Set. Now that you have this Layout, all you have to do is Find the records you want in the report, sort them by CustomerName and then print or Preview this Layout. All done! )The Summary fields themselves don't care what you're trying to summarise by (it's the Layout Parts that determine it), so you can easily create another similar Layout to obtain a report by Vendor. Helpful Harry Hopefully helping harassed humans happily handle handiwork hardships ;o)- Hide quoted text - - Show quoted text - |
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