I'm new to Cardbox and would like to open a database that is a record of spending broken down into what the spending is for. From time to time I would like to take off a report with totals in the the dollar columns. What I have read so far does not point the way, for me anyway, to this type of report in Cardbox, although I sure that it is probably there. Any help would be appreciated.
Cardbox can do almost anything, but it has not the kind of report functions such as printing totals of fields containing some kind of amounts. But most of the time there's some kind of solution.
First of all: when you don't need a report, but you simply want to know how much is the total of a given selection of records then you may point your mouse at the field containing the amounts, click right and hold. Select "total" from the popup menu.
You can however make reports in the following way:
Open both databases ("spending" and "reports"). Make your selection in "spending", sort the records if you want to and switch to "reports". Import the records into "reports" using the menu File > Import > From Cardbox Window.
Make a new record in reports (it will appear at the end) and put the totals in the field(s) TOTAL.
All this may sound a bit complicated, but making the reports database is a matter of copying your "Spending" database and make some small modifications. It needs to be done only once.
When you make reports this way, the reports are saved in your reports database for future reference. Even when your "Spending" database changes, the reports remain unaltered.
For the next report you can:
Anyway, you'll have an overview of how your spending evolves in time.
Thank you Charles for your considerate detailed reply. I have yet to set up the database but your answer confirms what I thought about reports in Cardbox.
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