Hi Andre,

It is possible to Set Sort Order and Summarize by more than one column. Perhaps that might be useful for getting Totals/Averages on the lines you want (ie by customer or by document). If you summarize by customer and document number and set the Summary method to Average for all fields that are 'header' information like 'Total Order/Dollar Value', you are guaranteed to get the exact amount for the document on the 'summary by document' sub-total row. You would get a different value for the customer that has multiple orders, as you indicated earlier.

To do this, first make sure your View is not summarized. Then multi-select columns (say Customer and Document #) and then choose Set Sort Order. Sorting will be done from left-to-right of sorted columns, so the left-most column chosen to sort by will be the primary sort.

In following this thread where you desire particular information in the Sub-total lines, it may be that Crystal is the better reporting tool in some cases that GridView. When you start wanting to manipulate the sub-total or grand total lines, GridView isn't the best because I believe it's best usage is to be detail-driven and provide simpler summary operations.

Hello Andre,

OK - I'm lost.

Are you trying to do Customer by Product Sales? If so, then the place to report from is SalesAnalysis.

Can you give me the column headings of your report?

In thinking about this, you probably should not be using fields such as Total Order/Dollar Value for the summary operations you currently are doing. If you have detail in your View (item number, etc), then you really should be using fields like Extended Price, Extended Order Price and using the Total summary operation (not average). Because the sum of the details should be equal to the total (and if not, an integrity error would exist in your data), you should get the same number in the Total by Document # row as the Total Order/Dollar Value.

And also as Andrew posted above, SalesAnalysis keeps track of all sales (invoices and credit notes) at a detail level, making all of this fit nicer with GridView.

This may actually work. I was able to select the two columns you had suggested and the numbers look right. I'm going to look into it some more, run the Reportmaster report and compare the two... Thanks for the suggestion!
In the meantime, here is the report definition from Reportmaster:

- The columns in this report from left to right are:
GROUP
REP
CUSTOMER
NAME
LY-YTD
CY-YTD
DIFFERENCE
LAST ORDER

- The report uses the S/A Transactions table
- Fields selected from that table are:
CUSTOMER
GROUP (Formula is characters 1 & 2 of the SALESPERSON field)
REP (Formula is characters 1-3 of the SALESPERSON field)
LY-YTD (Formula: IF D<=E-365 THEN A (A=Amount,D=date,E=End Date:))
CY-YTD (Formula: IF D>=S and D<=E then A (A=Amount, D=Date, S=Start Date:, E=End Date)
DIFFERENCE (Formula: ID D<=E-365 then -A else D>=S and D<=E then A (A=Amount, D=Date, S=Start Date:, E=End date:))

I believe the 'NAME' and '-DATE' fields are being pulled from the AR CUSTOMER table. That table is listed under RELATED DATA.

Under REPORT SELECTION for this report, the following formula is listed:

D>=S-365 and D<=E and I[1~3]<>"MIS"
D = Date
S = Start Date:
E = End Date:
I = Item

When I select PRINT REPORT, I get asked for the Start and End Date and then the report runs.

If all this is in Sales Analysis, then I would be happy to use that instead of GridView or Crystal. I'm not an ACCPAC or ADAGIO expert by any means. I'm simply trying to get all those Reportmaster reports I inherited ported overt to either GridView, Adagio or something else that's not DOS based.;-)

Cheers,

Andre