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How to find the difference between column totals from two different tables/reports

  • 1.  How to find the difference between column totals from two different tables/reports

    Posted 08-15-2017 13:45
    I have 3 tables.

    Table 1 is Customers
    Table 2 is Deposits
    Table 3 is Deductions

    Relationship 1 is Customers have Many Deposits
    Relationship 2 is Customers have Many Deductions

    At the bottom of the related deposit report and deduction report displayed on the Customer record I can see each reports total value.

    I would like to create a Numeric Formula field on Customers table that will equal the difference between the total Deposits and the total Deductions. I am struggling to find the values to create this formula.


  • 2.  RE: How to find the difference between column totals from two different tables/reports

    Posted 08-15-2017 13:48
    no problem,

    If you edit the relationship between Customers and Deposits, there will be a button to make a summary field, so make a summary of the Total Deposits.

    Ditto for the Deductions table.,

    Now you have two clean fields on your customer record and make a new formula numeric field to calculate the difference.