Hi all,

Very new to the forum, so I hope I do this correctly. I am a light user of CR11 and mostly use it for a robust report that our sales team pulls when they visit a client. I had help building by an expert, but have mostly been able to figure my changes/edits since (expert is now gone from my life :( )

I'm having trouble getting a count to work. I'm working in a sub-report and trying to get it to tally the number of times a client was visited in a season (let's say September 1-December 31). In our system, they may have listed 5 events for that client on one date, but I want the count to count that single date as one instance.

I've tried creating a formula for this and pulling in a Summary Count field as well as a Summary Distinct Count field, but neither seems to be working.

I have to admit to having stepped away from this for a number of months when I couldn't figure it out earlier this year...so, I think my formulas now represent some form of an earlier try. I'm basically running an: if a date(s) fall(s) between two specified dates and the status equals attend, then display the status field, else display null. I was then hoping my Summary Count would give me the number of times we visited that client during that time period (considering each distinct date a distinct visit).

I've just hit a road block, so if there is someone familiar with this kind of an equation and what Summary field settings I should use (or a few things I could try), I would be most grateful.

Thanks for any help!

Thanks, Kevlray. Would I need to create a formula field and then do a summary - distinct count to sit in my footer (that's where my visible data is sitting)?

What exactly would my formula field say? Would it be something like:
if {date} <> next{date} then ???

And what do you mean by the data being in chronological order? It is getting pulled in from our database and I cannot be certain exactly what the order is filtered on.

Thanks!

I'm not familiar with running totals. Is that something that can happen in a sub-report? There is one visible footer that is pulling into the main report page.

Also, the dates for our visits are not visible in this sub-report, so I'm also not sure about sorting the data by chronological order - only the tally fields are visible.

Hrm, I think we are seeing where my shortcomings with the program are! :) Maybe I'll try to re-explain a bit how this portion of the report is built.

On the main Design tab, there is a sub-report built into the Group Header #1b. This sub-report sits on it's own tab called, Visit Counts - it is set to display some limited text and the tallies (for which I'm trying to determine how to count). It looks something like this:
VISITS:
     Fall Spring
2015 (#)     (#)
2014 (#)     (#)
2013 (#)     (#)
2012 (#)     (#)

To get the (#), I'm trying to figure out how to tally a single instance of a specific date that is part of a database field available to that sub-report, but which is not included in the visual portion of the sub-report. It needs to tally based on year and portion of the year, as seen above.

My approach had been to try and create a formula field for which I could run a summary on to tally those visits. This summary field would sit in the visible portion of the sub-report to show up on the final main preview page.

I'm so sorry if this doesn't make any sense. It's a bit tricky for me to explain since I don't have a super solid working knowledge of what I should be looking for.

I haven't used Running Totals before and see where this is...but, I'm not exactly too certain how I should best set up the parameters. But, I can try to find a how-to...I tried playing with it a bit, but can't get any value to show up.

I have access to a number of data elements...specifically relating to visits, I have access to: Visit date, Visit type (meeting, presentation, fair, etc), Visit status (whether we attend or not), Staff member in charge of the visit.

I suppose I would only want to count those visits where there is a positive value for Visit Status (ie "Attend" as opposed to "Not Attend").