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Calculated Field On Report

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    Calculated Field On Report

    Hello all

    I am attempting to create a statement report. The statement lists all invoices.

    What I am trying to do is have totals at the bottom which would filter by date.

    The dates would be 0-30 days (from invoice date) 30-60 days 60-90 days 90-120 days.

    Is this possible to do on a report? and if so what would be the process?

    Your help would be appreciated.

    Thanks

    Peter

    #2
    Re: Calculated Field On Report

    You need to create some calc fields for the report. EG

    1. days = date() - invoice_date ' This gives total days invoice is current
    2. LT30 = if(days <=30,amount,0)
    3. LT60 =if(days >30.and.days<=60,amount,0)
    4. LT90 =if(days >60.and.days<=90,amount,0)
    5.GT90 =if(days >90,amount,0)

    The above creates calc fields for a record that returns the amount field based on age. This could can be filtered further based on unpaid outstanding amounts ect.

    To get totals on those fields simply drag the calc field into the footer of the detail or group.
    -----------------------------------------------
    Regards
    Mark Pearson
    [email protected]
    Youtube channel
    Website

    Comment


      #3
      Re: Calculated Field On Report

      Hi Mark

      Thanks for that.

      How would I then total up the invoice amounts based on what you gave me.

      I appreciate your input

      Peter

      Comment


        #4
        Re: Calculated Field On Report

        Originally posted by Imaac View Post
        Hi Mark

        Thanks for that.

        How would I then total up the invoice amounts based on what you gave me.

        I appreciate your input

        Peter
        You can get a grand total of all amounts by dragging the amount field from the drag/drop list into your report footer and letting the genie build a new calc field expression for you. You do not need to sum the totals from the interval totals.

        Comment


          #5
          Re: Calculated Field On Report

          Hi Tom

          Thanks for the reply

          Sorry to sound stupid but do I create the 'amount' field or should that be replaced with my field that contains the invoice amount?

          Thanks for the help

          Peter

          Comment


            #6
            Re: Calculated Field On Report

            Peter, it sounds like you need to spend some time in the Reports chapter of the User's Guide. Time spent there will pay dividends.

            As for the "amount" field that Mark and I have mentioned, we're referring to the field in your invoice record that shows the invoice amount. You haven't told us the actual field name, so we couldn't use it in these posts.

            Comment


              #7
              Re: Calculated Field On Report

              Hi Tom

              Thanks for the help

              I will take a look through the user guide and try to get a better grip on home this works.

              Thanks again

              Peter

              Comment


                #8
                Re: Calculated Field On Report

                This attached demo might help. Simple Db with one table with two fields - date and total. The calc fields on the report are based on these. The totals of the calcs were a simple drag and drop from the drag/drop list of calc fields into the footer of report, then select the total field option
                -----------------------------------------------
                Regards
                Mark Pearson
                [email protected]
                Youtube channel
                Website

                Comment


                  #9
                  Re: Calculated Field On Report

                  Hi Mark

                  Thanks so much for you help!

                  I think I have it sorted out now, just as I wanted.

                  Just need to run some tests on it but am positive thats what I needed.

                  Thanks Again

                  Peter

                  Comment

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