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Account Running Balance


Mrudi
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You can create a tabular report datapage. You can include a search box to filter by date or more if you want to. On the Results page of the datapage wizard, click on the field picker on the bottom and add in Totals & Aggregation. You can pick the field/column to use in the totals, which would be your transaction amount. Set this to Sum and you will have calculated total on the bottom of the report.

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On 11/27/2019 at 9:13 AM, kpcollier said:

You can create a tabular report datapage. You can include a search box to filter by date or more if you want to. On the Results page of the datapage wizard, click on the field picker on the bottom and add in Totals & Aggregation. You can pick the field/column to use in the totals, which would be your transaction amount. Set this to Sum and you will have calculated total on the bottom of the report.

What if you want to show a sum accumulating total on each transaction line item

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On 11/29/2019 at 9:59 AM, IvanCarlson said:

What if you want to show a sum accumulating total on each transaction line item

In the same tabular report, you can insert a Calculated Field column and use a formula to calculate the sum on each line item. These formulas are very versatile. If you are experienced with with JS, using an HTML block and using JS to do the calculations is a liiiiiiittle faster than using Calc Fields. Should only matter if you use a lot of them. 

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Hi @Mrudi,

If you don't want to use Triggered Actions and you just want to display the running balance in the reports only, you can use a calculated field instead. 

You may use this formula:

(SELECT SUM(IsNull(Balance, 0)) FROM Running_Balance WHERE Date <= target.[@field:Date])

 

Balance is the name of the field where I store the amount and Running_Balance is the name of the Table. You may change these names based on your corresponding field names.

 

Hope this helps!

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