I have 3 tables, Table 1: Client Table 2: Followups Table 3: Referrals
It's a one to many relationship where one client can have multiple followup or referrals.
How do I display the Followups and Referrals between 2 dates? I have a summary field which counts the total of each followup and referrals but they show me all the count rather than in between a given date
In your relationship graph make a new table occurance that restricts the related set based on a date range. Here is an example image. You can make "date one" and "date two" globals so that they are not stored, and operate across all records. Base your sum / count calcuations based on this relationship.
Otherwise you can use a sub-summary on your layout in list view, and place the Summary fields in the sub summary. The summary field will show the sum for that sub section.
Another option is to place the summary field inside a one-row portal and filter the portal to show only records within the desired range.
This requires much less resources than adding filtered relationships - but it can be slow if you have too many related records.
