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Author Topic:   Can’t get payee/payor subtotals
FN_User
Member
posted 12-30-2008 02:31 PM     Click Here to See the Profile for FN_User     Edit/Delete Message
I can’t get payee/payor subtotals and other totals that I expect at the bottom of my Transaction by Account reports. All it says is "Grand." This only happens with one entity and it ain't so grand .

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David
Administrator
posted 12-30-2008 02:32 PM     Click Here to See the Profile for David     Edit/Delete Message
Try "toggling" Data | Totals or Date | Show Totals:

1. View the report on your screen.
2. Select Data | Totals.
3. Uncheck any boxes that are checked.
4. Uncheck Show Totals if it is checked.
5. Select Total to close screen.
6. Select Data | Show Totals.
7. Select Data | Show Totals again.
8. Notice how each time you select Data | Show Totals the check mark next to Show Totals appear and disappears.
9. Select Data. If there is no check mark next to Show Totals you are done. If there is a check mark, select Data | Show Totals to remove it.
10. Run the report again. It should have all the detail and normal totals.

The moral of the story is don't use the Totals feature on the Data menu of the screen when viewing a report. It gives strange results. Instead, use the Options button on the Report Selection screen. The Report Options screen has checkboxes for Group Totals, Category Subtotals, etc. that work as you'd expect.

- David
FNI Technical Support
Case #38-10865

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