Running Sum In Report

  • Thread starter Thread starter Sonya
  • Start date Start date
S

Sonya

My Table has various account beginning balances with daily
additions & subtractions to each account. One report I
created needs to have just the monthly transactions, but I
need the daily additions & subtractions to continue from
the total on the previous month. I hope this makes
sense. Thanks for you help in advance.

Report - June Report - July
6/1/03 1.00 7/1/03 1.00
6/5/03 2.00 7/15/03 1.00

Total 3.00 Total 5.00 (used total from previous
month)
 
Sounds like you need to create a report that has a
beginning balance which will be added to the transactions
for the report period to produce the ending balance for
the report period.

1. Create one query that calculates (summ) the beginning
balance based on the report period. Using your example
below, where date is less than 07/01/03.

2. Create a second query that selects the transactions for
the report period. Using your example below, where date
greater than or equal 07/01/03 and less than or equal
07/31/03.

3. You could dump these transactions, begin bal and
period transactions into a temp table and pull the report
from this temp table or you could use a union query to
select the transactions from both queries for the report.

Hope this helped.

Thanks

ET Sherman
 
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