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reports - subtotals [2016/09/14 14:19]
reports - subtotals [2016/09/14 14:19] (current)
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 +====== Subtotals in Reports ======
 +Often, in [[Report|reports]],​ it's necessary to display totals or subtotals, primarily in [[Reports - Report Types#​Document Reports|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|field]] (usually a [[Field Type - Number|number]] or a [[Field Type - Currency|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 [[Field Type - Link|link field]], place the [[Action Type - Set Field Value|action]] to calculate the subtotal on the same link field, just before the report is run; if generated when a [[Form|form]] [[Automation Trigger - When Form Saves|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 ยท Last modified: 2016/09/14 14:19 (external edit)
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