Jump to content
Salesforce and other SMB Solutions are coming soon. ×

creating reports - newbie


Recommended Posts

I'm a newbie but have managed to build a purchase order database. I would like to create a report that allows me to first select the month then show a report showing all the p.o.'s issued in that month. I have a date issued field in my p.o. file and the date is entered in the format day/month/year. Any help would be greatly appreciated. My thinking is that I need to build somekind of a script that asks what month you want to pull a report for and then somehow check all the records for that month?


Thanks so much




Link to comment
Share on other sites

I'm replying to myself here. How stange is that? I a posting from Filemakin' Tom shwoing how to concatenate the creation date into a "serial number", i.e. February 22, 2005, = 22005. But now how do I create a script and report using that info. Remember, I'm a newbie so take is slow...



Link to comment
Share on other sites

Create a calc field called Month:


Month (calculation, text result) = MonthName( PODate )


Now use this for your searches. To make it easier for the user, attach a value list with the names of all the months. As you get into multiple years, you will likely need a Year field too (so you don't get March 2005 mixed in with March 2006.) A similiar Year field can be used:


Year (calculation, number result) = Year( PODate )


You can also search ranges within a regular Date field, if you wish. In Find Mode, entering a range in this format would work:



Link to comment
Share on other sites


This topic is now archived and is closed to further replies.

  • Create New...

Important Information

Terms of Use