Database is two tables: tblContacts, tblMoney
The goal is to track contributions over a period of years from a relatively small group (<500) of persons who may give more than once per year.
tblContacts key is ContributorID
tblMoney key is ContributionID and also has contributorID to link the tables.
Contributions come in three forms: check, currency, and "inkind" (non-monetary)
Summary report shows the total contributions per person for a specific year determined by a parameter query. So I run report, it asks for year and returns total of all contributions for that person/year. It shows the total checks, total currency, and total in-kind and then a yearly total for that contributor. This is really not needed as a separate report....it was just a trial run for the contacts report described below....which is the heart of my effort.
Another trial run called Period report shows all contributions made during a specific period determined by another parameter query. I run report, it asks for beginning and ending date and returns the desired contributions by date....each on a separate line.
MY PROBLEM IS TRYING TO COMBINE ALL THIS IN ONE REPORT......
Contacts report shows each contribution for all contributors on a separate row based on date of contribution. I need to be able to specify the period of time covered by the contacts report (say Dec 10, 2014 to June 6, 2015 AND on the same report, I need to show the total contributions per contributor for the CALENDAR YEAR that I specify.
So the perfect report may show JOHN DOE on three rows because he contributed on three dates...let's take this further and say that one contribution was a check, one was currency and one was "in-kind" but the yearly total column should show the same grand total for him out beside each contribution/row. And remember that all these individual contributions have to fall into the specified period AND the grand total has to be the calendar year I specify.
I am willing to research this but am not coming up with good results in my internet searches....wondered if anyone can suggest proper wording for searches or point me in the right direction. Can this be done on ONE report?