How do we apply a filter ( say January 1 - 31st in a column “Dates” ) in table “Services” for example, and then have this filter restrict records collected by Lookup in a table “People” in a column called “Service Dates”?
Currently when I do such a lookup all of the “Service Dates” and “Service Hours” all existing records are collected. This makes it very difficult to generate an invoice for a specific time frame.
Perhaps I am approaching this incorrectly.
Services Table has a record for each service provided.
People Table has a record for each client
We need to generate monthly invoices and so need to gather data from only the date range required for line items and create a total charge.
Any thoughts are most welcome,