Table of Contents

Subtotals in Reports

Often, in reports, it's necessary to display totals or subtotals, primarily in document reports. It is currently not possible to calculate totals of multiple records in a document report. This is a planned future feature in WorkXpress, but in the meantime, it's recommended to use the below technique.

How To

Instead of dynamically calculating subtotals in document reports, create a subtotal field (usually a number or a currency field), and calculate the subtotal value it should contain just before the report is run (if the report is run by clicking on a link field, place the action to calculate the subtotal on the same link field, just before the report is run; if generated when a form saves, place the action in the same procedure, just before the report is executed). You can then include the field used for the subtotal in the location where you need the subtotal displayed.

reports - subtotals.txt · Last modified: 2016/09/14 14:19 (external edit)
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