The report must contain the Employee record in order to use a field from the employee record.  This report includes Check Tax, Tax and Check records only.  The Employee ID is written to the Check Tax and Check records when time is entered (Check) and processed (Check Tax).  You might could modify the report and add the Employee record, then create a formula to condition by Department, but without trying it myself, I don't know if this would work.

Thanks for the reply!   Agreed.  I added the employee record to the report under report designer to try and condition on that field.  Even though that record is added, it doesn't appear for selection under Conditions.  And so I tried a formula lookup but I am failing to get a formula to work (sorry, I am a novice in this area). 

You would need to create a formula using the LOOKUP function to obtain the Department ID for each employee, and then apply a condition to the report design. For example:  "Department" = {dept you want].

If you want to sort and summarize the report by Department, you would need to use the Department lookup formula as the primary sort field. You will need to examine the "Totals" settings on the report, specifically the "Summarize by" fields to change the summarization settings. 

Your desired changes are doable if you are familiar with the data file structure and nimble with the use of Report Designer.  I've reorganized this report in the past for clients where it sorts and summarizes by the GL Account to which the liabilities are posted, for ease of distributing the remittances for the tax liabilities.

Art MInds
Senior Independent Consultant

I'm sure your supplied answer is correct (and so I have marked it as 'answered') -- so thank you for your reply. But I am not able to get it to work.  Any additional pointers?

If you would like to send your modified report design to me by email, I will be happy to look at it to see why it's not working.  [email protected]