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Summary Report Formatting

  • 1.  Summary Report Formatting

    Posted 17 days ago
    Hello:

    I am trying to create a CSV output file from a Summary Report that must list the content of 12 fields.

    I will be grouping and Summarizing content in only three fields.

    It seems Quick Base limits this report content to only 6 Fields?  Can someone confirm?  Are their any other options?

    Thank you for any help you may provide.

    Dirk

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    Dirk Ruana
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  • 2.  RE: Summary Report Formatting

    Posted 17 days ago
    I believe there is a limit on the number of groupings but you can show the contents of many fields, not just 6.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 3.  RE: Summary Report Formatting

    Posted 17 days ago
    Mark:

    I only need to summarize approx. 4 fields.  I guess I am confused on how to add other fields.

    I am sure it is something obvious.

    Dirk

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    Dirk Ruana
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  • 4.  RE: Summary Report Formatting

    Posted 17 days ago
    Did you hover beside the "summarize what?" Row to add more rows?

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 5.  RE: Summary Report Formatting

    Posted 14 days ago
    Hi Mark:

    I was able to add, but my only option for these fields is a count, not the actual values.

    Any ideas what I can try next?

    Thank you,

    Dirk

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    Dirk Ruana
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  • 6.  RE: Summary Report Formatting

    Posted 14 days ago
    When you said you wanted to make a summary report with just two or three levels of grouping in fact I guess you need to summarize based on a whole bunch of text fields.
    The only way to do that is to do sorting and grouping on those individual text and yes that is limited to just six levels of grouping.

    If the report was just for human consumption, then one technique is to concatenate a bunch of those fields together into one giant field and do grouping on that.  But in your use case you're looking to have a CSV output.

    One option is for us to work together for about an hour or so to set up a master table as a parent which would have the key feel being the unique combination of fields that you're looking for. Then we would create a few automations which would maintain that parent table so you could make a clean export from there of your CSV file.




    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------