I have a report that shows how much our SIMPLE IRA matching contribution is supposed to be, which we do quarterly. I thought it was working fine until last quarter I noticed that one employee's match was less than their contribution when it should have matched. I dicovered that it was because I was basing the formula that compared their contribution to the maximum match of 3% was based on each individual pay check, and one week they had worked low hours.
 
So, I re-did the report by subtotaling the total pay and contribution of each employee for the quarter and using those numbers. The problem I'm running into is that I can't total the resulting answer. The new field does not offer "Subtotal, etc" as a right-click option, and when I try to force one using the formula editor it says "The summary could not be created". I also tried a trick learned at the CR training class in Nashua of telling it to add those numbers together last, by using "WhilePrintingRecords", but got the same error.
 
I also tried using a custom Subtotal, but the created field is not in the list of available ones to choose from.  
 
For the four times a year I run it I suppose it'd be quicker to just manually total it up, but it bugs me - I think it should be able to be done. Any ideas?

The subtotal I'm trying to sum is not a CR Subtotal, but a conditional formula:
 
If Subtotal A > Subtotal B * .03  
then Subtotal B  * .03
else Subtotal A
 
This formula works fine by group, but it cannot be then summed, for sum reason
 
Maybe I need to think of this some other way.

Quote from dameng   on 10/20/06 at 06:00:29:

 
That's what I remembered from your class, but
Quote from David Waldmann   on 10/17/06 at 11:39:33:

 
 ???

Kevin,
 
Thanks for your help, but I can't open the report - I get an "Invalid TLV Record" error. I tried opening it directly and it apparently tried to use Java to display it  
 
I've tried doing this about half a dozen different ways including using numbervar and reset. I always end up with the SUBtotal I want, but then I can do nothing with it.
 
This is my latest attempt, based on the CR Help page for running totals using a formula:
 
RUNNING_TOTAL
WhilePrintingRecords;
CurrencyVar Amount;
Amount := if {#Total_Pay} * .03 > {#Employee_Portion}
then {#Employee_Portion} else {#Total_Pay} * .03;
 
AMOUNT_RESET
WhilePrintingRecords;
CurrencyVar Amount := 0;
 
AMOUNT_DISPLAY
WhilePrintingRecords;
CurrencyVar Amount;
 
The AMOUNT_DISPLAY cannot be summed. I even tried writing a formula:
 
whileprintingrecords;
Sum ({@Amount_Display})
 
It says "The summary / running total could not be created"

Sorry about that ... I forgot I have Apache setup to serve up .RPT files.
 
Try this ... It is a Zip file with the Report inside.
 
http://spectronics.com/dba/Subtotal_example.zip
 
(Right Click and Save File As .. to get a copy of the file)

Sorry, Kevin, but now I get a "version error message".
 
I don't know if I'm just stupid or what. I could not get any of these ideas to work. I did eventually get the info I wanted, in a kind of comvoluted way. I set up two running subtotals - one that reset on every group and one that didn't.
 
Thanks for all the help.