For simplicity sake, let's say I have 2 tables as a data source for this report;
ActiveTable, customer, invoice date, invoice amount
HistoryTable, customer, invoice date, invoice amount
I'm trying to do the following;
1- Group By Customers
2- Run the report based on "ActiveTable.invoice date" parameter I'm generating
3- Bring out the "ActiveTable.Invoice amount" and the "HistoryTable.invoice amount" side by side.
4- Group on the customer
5- Group on the month
6- Calculate a YTD for current and past year
Now this is a simple view of what I want, the rest is bit testy, because in the "ActiveTable" each customer could have multiple invoices within a month, so even if I group on the "Customer" and "Month", mgmt would still like to see the invoice # when the report is drilled down.
Your thoughts please.