Creating Monthly Report from Daily Information

[Guest]

I have a table with the date, payment amount and category which allows me to
generate a report with the sum of all payments that day. Now I need to
generate a monthly report that gives me the sum of all payments for each day
, the sum of all payments(deposits) for the month and the sum of each
category during the month(such as parent fee or donation). How do I set up
sums for all these different areas sorted by the month?

 

[PC Datasheet]

Create a new query. Put the following expression in a blank field:
MonthOfPayment:Month([Paymentdate])
This field will return the month(1-12) of each payment.
Pull down PaymentAmount and Category.

You can now do your report from here!

 

[Duane Hookom]

Set your report's sorting and grouping levels to the proper
fields/expressions. To group by month, you can use:
=Format([DateField],"yyyymm")