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Report coming from different Tables

  • 1.  Report coming from different Tables

    Posted 8 days ago
    I would like to build a report of customer/Contacts that do not currently have an Open Project or on Open Opportunity attached.  I also would like to be able to pull when the last activity was for that customer/contact. 
    Here are my current tables and all the related fields.                   Any Insights?


    Here is my current linkage with all the related fields


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    Tina Revermann
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  • 2.  RE: Report coming from different Tables

    Posted 8 days ago
    np,
    The data can travel up and down the Relationships using Summary fields for up and lookup fields for down.

    Make a field Projects called [Active Project Exists (=1)] with a numeric formula value of

    IF(Project Status] = "Active", 1,0)

    1.  Lookup down to Project Contact Selection.
    2. Summary Maximum of that field up to Contacts.  Now you know which contacts are associated with Active Projects.

    Do the same with Opportunities.

    For the date, you can simply do a summary of the Maximum of the [Contact Date] or [Date Created] in Activities.



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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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  • 3.  RE: Report coming from different Tables

    Posted 7 days ago
    Thanks Mark!   This worked Great!

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    Tina Revermann
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