Go into the properties for the field Billed Amount. In the section Numeric Field Options/Totals and Averages, check the totals box.
You can set your report to group by year on Billed Amount. There will be a total for Billed Amount at the end of each year's group in the report.
hope this helps.
Most of the solutions I use are out of the box Quick Base. So, I'll provide a Quick Base solution that does not involve scripting.
For the table where [Billed Amount] resides, you will create a parent table that will summarize the total of [Billed Amount].
Go to the relationship interface where you see the parent on the left and its child on the right.
On the parent side create a summary field that summarizes the total or sum of [Billed Amount].
You can now pass this summary value back to the child table as a lookup field. It will appear in every child record of course so you may want to add comments to that field so you'll know what it's for, for future reference.
Let us know if you run into any difficulties.
I think I know what's happening. The Calculated Data table needs only one record. Just add one record, it does not have to have data of its own. Go ahead and make one parent record in Calculated Data.
When you save your details records in Monthly Invoices, you will use your form rules to create the relationship between the Monthly invoice Records and the one "Calculated Data" Record.
In the form rules area for the Monthly Invoices form, make a new rule::
When the record is saved change Related Record to 1. << This is assuming that the one Calculated Data record has a Record ID# of 1. If the Record ID is not 1, then change your form rule to match the Related Record to whatever that Calculated Data record's ID number is.
Let us know how it goes.
The [Sum billed amount] summary field on the left has be to modified to be the sum or total of its child records' [Invoice amount] or what that field is in the Monthly Invoices table to sum up.
Click on [Summed Billed Amount] on the left.
modify its properties to summarize "Totals" or "sum" of the [Invoice Amount] in the child table.
IN the child table's form, set a form rule that makes [Related Record] equal to 1 when the child record is saved.
Let's stop there and let you catch up. Let us know how it goes.