I created a Summary Banked Service Report template using the Report Writer's Wizard from within the service bank screen.

The only changes I made to the template were field formatting, added a script to strip the time off of the Date/Time field, and added a Collection to Sort by the Effective Date.

I set the Collection field to sort in Ascending order on the Effective Date field but the report does not sort in ascending order.

I have attached the template and a .pdf report that shows the sort results I am getting.

Please advise.

Thanks,

Bob

I've made a new listing in the Sample Report Templates section at http://forum.ayanova.com/Topic2800-103-1.aspx providing a new sample report template based on Effective Date and the sort of the Bank Service grid before printing.

Setting a Collection group sort on the Effective Date field will not work with this report template. The sort must be performed on the grid itself before running the report template. And the sort, for the scripts to work correctly, must have the first effective date listed first.

- Joyce

AyaNova Sales & Technical Support

http://www.ayanova.com

It not only provides the running-tally I've needed but it also helped me identify a major foul-up made months ago with a customer whose banked service entries were entered incorrectly.  The report let me easily see the negative result of what occurred when the computer's system date was set back in time trying to force a banked service entry to show as "entered" on a particular date.

I am fairly certain I will need for your assistance in straightening it out.  I will post my plea in the appropriate forum for help.

Thank you,
Bob