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How to create a report that date ranges records, performs math on just those records, and then displays the results on one report?

  • 1.  How to create a report that date ranges records, performs math on just those records, and then displays the results on one report?

     
    Posted 01-28-2019 16:20
    I have a Parent Table (Employees) and a Child Table (Time Entries). The relationship is that Employees can have many Time Entries.

    I want to create a report that
    1) date ranges records in a table and then
     2) performs math (i.e., summarize and calculate a ratio) on just the records in the date range then
    3) displays the math results on one report.

    My first attempt was to create summary fields for the records I'm concerned with (i.e., Billable Hours, Available Hours) in the Employees table. Then I create lookup fields for those totals in the time entries table. Everything looks great until I try to do the math (which I understand I can't do in a summary report. So I created a formula field to do the math and then try to bring that value into the summary report. It works if the data set is all time entries but I cannot figure out how to change the Total and Ratio values if I only want to use a date range of records. Any help will be greatly appreciated!

    Thanks,

    Ken Mayfield


  • 2.  RE: How to create a report that date ranges records, performs math on just those records, and then displays the results on one report?



  • 3.  RE: How to create a report that date ranges records, performs math on just those records, and then displays the results on one report?

     
    Posted 01-28-2019 18:06
    Thanks for the quick response. I'll give it a try.