Ok , that was a very long winded question but after reading chapter 11 of No Stress Tech Guide AGAIN, I have a better understanding of how the report takes in the data and manipulates it. The report is now grouped into month and sorted to only show records for the last 12 months.
so what did i do ?
- First I created a blank report
- Create a chart and use the advanced tab to select the data
- on Change of ( created Date , Invoice Type) and show Values of (totalValue)
- Pressed the Order button on created Date and set this section will be printed for each month
- Select Expert and set created Date forumla to DateDiff("m", {table.CreatedDate}, CurrentDate) < 13) (so no external formula needed.
- Used Select Expert to only display the invoice Types I want
So far , so good, just have to tweak it a bit now here is what the finished product looks like.