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Grouping problems

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    Grouping problems

    I have a set that contains a database for billing purposes and a ledger database. The billing database contains all aspects of orders, the ledger contains only the statement number and billing date linked by account number.

    What I am trying to do is print current due amounts with detail on the statement, also trying to print 30-60 days past due, 60-90 past due, and over 120 days past due on same report.

    I am sure this is possible, just can't figure out the right groupings on the report.

    Thanks

    Dan

    #2
    RE: Grouping problems

    I should also add the ledger contains the total statement amount and the date billed. It is also updated when the statement is paid by date.

    Dan

    Comment


      #3
      RE: Grouping problems

      Use the filter on the report. Click on the Report menu and then the top choice, I think it's Report Properties. Open the Filter/Sort tab.

      Then use the Genie to create the expression by choosing the field that represents the 30, 60, 90 days past due. etc. You'll need a report for each. Simply duplicate the first report and then change the filter respectively.

      In a nutshell, that's the basics.

      kenn
      TYVM :) kenn

      Knowing what you can achieve will not become reality until you imagine and explore.

      Comment


        #4
        RE: Grouping problems

        I got my totals all to work on one report.
        Current, 30-60 past due, 60-90 Past due, Over 90 Past due.

        Now how can I keep each grouping level from printing in the detail section.

        Example:

        I have 4 Groups:
        Acctnum
        Over90
        Over60
        Over30
        (detail Section)
        (On report form in that order)

        Acctnum give me all outstanding invoices (including current)
        Over90 90+ days outstanding etc.

        I get detail for all the groups in the report
        I only want current detail.

        Is there a way to turn off the detail for the groups?
        The report is attached to a set that includes my ledger info and the billing info.

        Comment


          #5
          RE: Grouping problems

          Dan,

          The info you provide doesn't help much as perhaps evidenced by the lack of responses to your questions.

          Any section can be included or excluded. Have you explored the report or group properties?

          kenn
          TYVM :) kenn

          Knowing what you can achieve will not become reality until you imagine and explore.

          Comment


            #6
            RE: Grouping problems

            Dan,

            I don't think you can filter the report to exclude previously billed activity. Otherwise your past due balances will all be zero.

            I recommend you put a large conditional object in the detail band, and filter it to show only activity that's less than 30 days old. Put your activity description and charges fields on the object. Older activity details will be excluded, and that probably is ok, since they probably have already been billed.

            Instead of multiple groups, I'd group on the AcctNum field only. Then I'd probably use a series of calc fields to collect the running past due balances in each group, displaying them in the group footer.

            in pseudo code the 30-60 past due field expression would look something like this:

            if the bill_date is not earlier than 60 days before today AND it's not later than 30 days before today, then count the billed amount, otherwise return a zero.

            This would look like this (change field names to match your structure):

            if(between(billed_date, date()- 60, date() - 30), billed_amt, 0)

            This calc field would be totalled over the range of records in each Acct_num group.

            Similar calc fields would be created and totalled for the 60 to 90 day range, and for the over 90 etc..

            The last touch would be set the properties of the group break to begin each group on a new page.

            -- tom

            Comment


              #7
              RE: Grouping problems

              Ken

              No matter how much you think you didn't help
              YOU WERE A GREAT HELP IN ME FIGURING THIS OUT!
              You made me read the documentation a little more thourghly!

              YES I SAID I FIGURED IT OUT!!!!

              My main problem was that I had a stupid attack with date calculations.

              I was using existing data and basing calcs on the system date. And then trying to match everything based on the premise it was printed the day it was billed!! DUH.

              Once I changed my system date to reflect the last date a statement was recorded everything went together quickly, and heh the numbers came out right and so did the printouts!


              THANKS AGAIN!!
              Dan

              Comment


                #8
                RE: Grouping problems

                See message ID 34703

                Thanks Tom,

                I actually got all the info filtered out on one report

                Including
                Current Items (detailed)

                Report footer includes
                Current Total
                31-60 days total
                61-90 days total
                90+ days total
                Grand total due

                Dan

                Comment


                  #9
                  RE: Grouping problems

                  Dan,

                  Glad you got it working.

                  kenn
                  TYVM :) kenn

                  Knowing what you can achieve will not become reality until you imagine and explore.

                  Comment

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