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Former Member
May 31, 2007 at 09:17 PM

Help needed with report grouping


Post Author: David Waugh

CA Forum: General

I have a summary report that has three groupings - The groupings areas follow:

Partner Group (Group1)Client Group (Group2)Actual Client (Group3)

For instance, there are 9 Partners, and each Client Group can/could have numerous Actual Clients.

The Details section is supressed. There are two parameter fields (Start Date and End Date). The summary is initally displayed at the Actual Client Group (Group 3) footer. Then there is a summary total on the Client Group (Group2) level, for all of those clients that are within that same Client Group.

I am able to sort all of the data at the Client Group (Group2) level either ascending or descending. In the Actual Client Group footer there is a Running Total for the Invoices billed during the period provided via the two parameter fields. Then there is an Invoice total for all of the clients that are within that same Client Group level (Group2).

I need to setup another parameter that will sort via Client Group displaying the top 25 Client Groups per Partner. Is this done via a Group Selection Formula?

Any help is appreciated.

Thank you,David