Search Again: Re: Billing Cycle Item Report From: Mike Bacher Date: Thursday, January 2, 2003 Time: 9:26:16 pm At 08:03 PM 1/2/2003 -0800, you wrote: >ISP List wrote: > > > Is there a way to use Find to find Master Account records that have one or > > more Slave accounts? I have exported the Slave account Billing Cycle Items > > successfully, but now I need a way to restrict my Found Set to something > > like this: > > > > If Master Account Establish Date < 12/31/01 and Slave Accounts > 0 Then > > include in Found Set > >You want a found set of master accounts or a found set of slaves? The >relationship you are exporting slave billing cycles would be based on a >found set of slave accounts (the "Linked Slave Billing Cycles" relationship >will not return anything for master accounts, it will only return billing >cycles if you are exporting slave accounts). > > - Shawn Yes, I understand the Export issue. My problem is that many of our Master Accounts were created in 2001 and have since had several Slave accounts added in 2002. I am attempting to produce a report that accounts for *all* Billing Cycle Items created between 01/01/2002 and 12/31/2002 in order to figure out what products and services we sold last year. In order for this report to be accurate, it must include Billing Cycle items that were added in both Master *and* Slave accounts. This would be pretty straightforward to do, except for the fact that the Billing Cycle Products report only has two options - Establish Date or Cancellation Date (which are both based on the Master). My current dilemma: --- If I were to use an Establish Date of 01/01/2002 thru 12/31/2002 then the report would omit all the Billing Cycle Items added to Slave accounts whose Master Account was created in 2001 (which is a significant amount) --- A few solutions I can see: 1. Add "Added On / Added At" date fields to Billing Cycle Items and make it a field that can be reported/searched on (I could then back-populate this field based on the Slave account's Establish Date) 2. Figure out some way to Export the data and then manipulate it within Excel to produce the report I'm after. So, I'm trying to figure out #2, but the problem I'm having is that if I run an Export for Master Accounts added after 01/01/2002, then the Slave accounts *are* included for those accounts, and I'm trying to figure out how to take the Slaves added in 2002 with Master Accounts that were added in 2001 and add it to the first total.. --Mike --------------------------------------------------- To subscribe, unsubscribe or to search list archive please visit http://www.optigold.com/lists/isp.html ---------------------------------------------------

Messages In This Thread: Billing Cycle Item Report by Mike Bacher on Jan 2, 2003 at 11:10:24 am Re: Billing Cycle Item Report by Shawn Hogan on Jan 2, 2003 at 11:28:53 am Re: Billing Cycle Item Report by Mike Bacher on Jan 2, 2003 at 11:35:13 am Re: Billing Cycle Item Report by Shawn Hogan on Jan 2, 2003 at 12:04:08 pm Re: Billing Cycle Item Report by Mike Bacher on Jan 2, 2003 at 12:59:35 pm Re: Billing Cycle Item Report by Shawn Hogan on Jan 2, 2003 at 1:05:38 pm Re: Billing Cycle Item Report by Mike Bacher on Jan 2, 2003 at 1:28:02 pm Re: Billing Cycle Item Report by Shawn Hogan on Jan 2, 2003 at 1:43:05 pm Re: Billing Cycle Item Report by Robert Canary on Jan 2, 2003 at 4:10:54 pm Re: Billing Cycle Item Report by Shawn Hogan on Jan 2, 2003 at 4:20:02 pm Re: Billing Cycle Item Report by Mike Bacher on Jan 2, 2003 at 5:03:28 pm Re: Billing Cycle Item Report by Mike Bacher on Jan 2, 2003 at 5:27:18 pm Re: Billing Cycle Item Report by Shawn Hogan on Jan 2, 2003 at 6:22:09 pm Re: Billing Cycle Item Report by Mike Bacher on Jan 2, 2003 at 6:59:19 pm Re: Billing Cycle Item Report by Shawn Hogan on Jan 2, 2003 at 7:07:41 pm Re: Billing Cycle Item Report by Mike Bacher on Jan 2, 2003 at 7:44:59 pm Re: Billing Cycle Item Report by Shawn Hogan on Jan 2, 2003 at 8:04:11 pm Re: Billing Cycle Item Report by Mike Bacher on Jan 2, 2003 at 9:26:16 pm