Month to Date, Year to Date and Prior Day Totals?
I have to design a report that takes data from a table containg the following fields:
AcctRep (name of the account representative)
AcctNumber (unique # of the account)
DateClosed (datetime field indicating the date the account closed)
I need to show a list of the Account Reps down the left-hand side and a column with totals for accounts closed Year-to-Date, Month-to-Date and Prior Day to the right of their names.
I'm thinking this can be done in a Matrix-style report, but I've been racking my brain for the past few days and just can't seem to make this seemingly simple request work correctly. I can certainly do separate datasets for each of the summary values (YTD, MTD, Prior Day) but can't get them to display in a nice summary format.
Any thoughts on how to accomplish this?
AcctRep (name of the account representative)
AcctNumber (unique # of the account)
DateClosed (datetime field indicating the date the account closed)
I need to show a list of the Account Reps down the left-hand side and a column with totals for accounts closed Year-to-Date, Month-to-Date and Prior Day to the right of their names.
I'm thinking this can be done in a Matrix-style report, but I've been racking my brain for the past few days and just can't seem to make this seemingly simple request work correctly. I can certainly do separate datasets for each of the summary values (YTD, MTD, Prior Day) but can't get them to display in a nice summary format.
Any thoughts on how to accomplish this?
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