Creating view with fields from multiple tables
Novice user question: I need to create views (reports, invoices) that allow me to draw data from multiple tables - e.g. I have three tables, Vendors, Expenses, and Clients, and I need to run quarterly reports that allow me to show individual expenses per client and individual expenses per vendor. Is there a way to do this? I've searched the manual and forum but can't seem to find what I need. Thank you in advance!
4 replies
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when creating your forms etc
in the pick list on the left you will see a list of the fields for your current table
also you will see a heading(s) for the name of any related tables.
click this heading and it will further expand to give you the field names from that related table to include on your forms etc.
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Just to add - you have more felxibility with this re forms /reports
in terms of table views - options are limited
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Also not sure if you have seen the online manual re views - see link
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Thank you, Mel - - I hadn't found that section of the manual and will now work with it. I appreciate your help.
Content aside
- 3 yrs agoLast active
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