Hi All,

I needed to modify an existing report by adding an indicator field and now I am receiving duplicate lines per customer.

I added a new table, linked it by customer number. I created a formula field to check the new table to see if a customer has an active policy. If so, I place a 'Y' in this new indicator field. The new table has multiple records per customer. Here's my formula:

If {INSURANCE_SYSTEM} = 'COVERAGE' and
    {POLICY_STATUS} = 'ACTIVE' Then
'Y'

Even though the formula is working, displaying the 'Y' when a policy is active, my problem is that if a customer has 5 records in this new table, I am printing 5 lines for the same customer. I need to print the customer only once, and populate the indicator field if there is an active policy in the new table within those 5 records.

Thanks in advance for any help you can provide!
Frank

Hi HTH,

Thanks for your reply! Sorry I haven't replied sooner, always have new tasks popping up. This report already has three groups, one for county and two more for sort options. I created a new group for the customer number but that didn't work, no matter what group level I placed it at. I'm currently working with the link options to see if that does anything.

Thanks.
Frank

Thanks for mentioning that, I missed that part. It did work when I moved the details up. However, my formula field where I'm trying to catch if a policy for the customer is active, only gets set if the last customer record is active. How can I display that value (flag) if say the second of four records is the active one?

Thanks!
Frank

What I am trying now is a running total field to count the status code, resetting it's value on a customer number change. I'm hoping it'll have a value greater than zero if it finds an active policy, and then using the formula field to display a "Y" on the report. But for some reason, it's not working for some customers. I found a few customers that have an active policy but the count is showing zero.

Edited by Frank in VA - 13 Nov 2020 at 8:27am