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best practices - document style reports [2016/09/14 14:19] (current)
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 +** How do I get a total to show in document style report? **
 +Create a field to hold this value. ​
 +Use an action to calculate the value and save it to that field. ​
 +For example, let's say you want a total of all the contracts sold this month. ​
 +On the table where your contracts are create a field called "​Monthly Total"​. ​
 +When your contract gets marked as sold, have an action that will run a query for all sold contracts marked sold during and including this month. In the expression builder, use the SUM function to get a total of the sold price for all the related contracts. ​
 +In your report, you can reference this field. You can't do this calculation directly in the report because the report would repeat for each record found during the query. ​
best practices - document style reports.txt ยท Last modified: 2016/09/14 14:19 (external edit)
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