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  • 1.  Different ideas for sorting by month in a summary report

    Posted 8 days ago
    When users are looking at reports, I think it looks nice and clean to list months in the following way:

    December 2020
    January 2021
    February 2021

    I have a formula field which displays in this format, and in table reports I can display this field, but then sort by a date field so my order looks like above.

    However, Summary Reports you need to sort on your summary field. All I can think of is to make the name something like:

    2020 (12)December
    2021 (1)January
    2021 (2)February

    To sort in the correct order. I don't think that looks very good. Anyone else run into this and come up with a nicer solution?

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    Mike Tamoush
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  • 2.  RE: Different ideas for sorting by month in a summary report

    Posted 8 days ago
    .. so you are unwilling to simply group by date and select Month to group by?

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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  • 3.  RE: Different ideas for sorting by month in a summary report

    Posted 8 days ago
    *Puts palm on head*

    I can't believe how many times I've used my 'sneaky trick' to do something QuickBase already did natively. Sigh. Thanks as always.

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    Mike Tamoush
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