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Is there a way to save daily summary report numbers into a table to create a daily history of a report total? I want to see things like pipeline size over time.

  • 1.  Is there a way to save daily summary report numbers into a table to create a daily history of a report total? I want to see things like pipeline size over time.

     
    Posted 05-12-2016 12:55
    I have sales pipeline data and I want to save the totals for different slices of this report to a table so I can see a day by day history of the data to establish trends.


  • 2.  RE: Is there a way to save daily summary report numbers into a table to create a daily history of a report total? I want to see things like pipeline size over time.

    Posted 05-13-2016 10:51
    Using the "More... " button on a Summary report you can copy the data to another table.    I would create that table first by exporting to excel and then importing to a new table in order to ensure that the field names will match up perfectly. Then in subsequent days use the option to copy to another table.

    I also suggest including a summary field of Today() so that when you import to your history field it knows which day it was for.  Or maybe the native [Date Created] is good enough, I guess.


  • 3.  RE: Is there a way to save daily summary report numbers into a table to create a daily history of a report total? I want to see things like pipeline size over time.

    Posted 02-27-2017 03:20
    Mark

    I need a similar arrangement but I don't see the option in the More button as you indicated. All I can see is import/export as being relevant. 


  • 4.  RE: Is there a way to save daily summary report numbers into a table to create a daily history of a report total? I want to see things like pipeline size over time.

    Posted 02-27-2017 10:00
    You will see the option if the sumamry report does not use cross tabs, i.e. If you are not using columns across the page as part of your summary..

    If you change the report to not have cross tables, then you will have that option.


  • 5.  RE: Is there a way to save daily summary report numbers into a table to create a daily history of a report total? I want to see things like pipeline size over time.

    Posted 02-27-2017 15:11
    You could skip all that of copying things from one table to another, by using a date field in your pipeline to categorize / sort the resulting data.  

    It seems like a lot of extra steps if you just want it "so I can see a day by day history of the data to establish trends."  It give you a lot more future options to keep the data together.


  • 6.  RE: Is there a way to save daily summary report numbers into a table to create a daily history of a report total? I want to see things like pipeline size over time.

    Posted 02-28-2017 00:42
    Thanks Mark. I see the option now. Thanks Matt, you are right but there is a lot of weekly data that needs to be summarised in monthly patterns and I do need to create charts.


  • 7.  RE: Is there a way to save daily summary report numbers into a table to create a daily history of a report total? I want to see things like pipeline size over time.

    Posted 02-28-2017 03:12
    Have you ever used a "months" table and made the relationship a formula, so you can automatically summarize and graph things.  Just trying to find a more economical way, but if you absolutely need to copy the data, do what you need to.


  • 8.  RE: Is there a way to save daily summary report numbers into a table to create a daily history of a report total? I want to see things like pipeline size over time.

    Posted 02-28-2017 22:00
    Thanks Matt.  Yes I understand the concept. But issue is that we are loading  10,000 lines a week. Even if I identify it by date, we will end up a lot of data. Hence the reason to run a summary report of 30 lines and save it in another table which can then produce a tracking chart.  _


  • 9.  RE: Is there a way to save daily summary report numbers into a table to create a daily history of a report total? I want to see things like pipeline size over time.

    Posted 19 days ago
    Hi Arshad,

    Were you able to accomplish this/automate this? 

    I'm in a similar situation where I'm uploading sometimes up to 30k lines a week, and quickly running out of table space. Need to come up with a solution soon. If not, I'll create a new post since this is 4+ years old at this point.

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    Kevin Haigler
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  • 10.  RE: Is there a way to save daily summary report numbers into a table to create a daily history of a report total? I want to see things like pipeline size over time.

    Posted 19 days ago
    It's not clear from your post how you want to summarize the data to hold the history, but if you create a table to capture the summary totals in a relationship for say today's open orders, then you can use a schedule Automation or pipeline to copy those totals across to a history table each night.

    You can initialize that table by creating a summary report with the total and using the More ... button to copy these totals to another table.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 11.  RE: Is there a way to save daily summary report numbers into a table to create a daily history of a report total? I want to see things like pipeline size over time.

    Posted 19 days ago
    Hi Mark,

    My use case is a little different than what is asked above, rather than daily totals, I need to keep the parent key field as the record is locked, and daily there can be anywhere from 2-6 parent records being finalized.

    My current thought is to use a code page to pull that summary report, iterate over the return to produce a csv file and then use the CSV Import API to add it to the summary table.

    I'm just new to code pages (and javascript in general) so its proving to be more challenging than I envision to do within QuickBase, which should allow me to fire the process on a trigger.

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    Kevin Haigler
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