User`s guide

Running Totals
9.1 Understanding running totals
Running total fields are similar to summary fields but allow more control over how the total is calculated
and when it is reset. Running total fields are specifically suited to perform the following totaling functions:
• Show values of a total accumulate as it is calculated record by record.
• Total a value independent of the report's grouping.
• Total a value conditionally.
• Total a value after a group selection formula has been applied.
• Total a value from the driving table in a one-to-many linking relationship.
9.1.1 How running totals work
A running total field is created with the Running Total Expert. The Running Total Expert creates a
running total field by asking you to select a field to summarize, the summary operation to use, a condition
upon which to base the evaluation, and a condition upon which to reset the evaluation.
Note:
A running total field can be used on database fields and first-pass formulas, but cannot be used on
second-pass formulas or formulas that reference other second-pass formulas.
9.1.1.1 Placement of running total fields
The calculation of a Running Total field is determined by the settings selected in the Running Total
Expert. However, where you place the running total affects the value that appears on the report. For
example, if a Running Total field that evaluates every record and never resets (a grand total) in the
Report Header, only the value of the first record will appear. Placing the same Running Total field in
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Running Totals