OK, so you can easily look up any Project information down to the support tickets and make a report of all support tickets along with their project name and Project Status, but you are also wanting to have a field on that Tickets report which shows the Phases. That is the only tricky part.
We can float up text information from the Phases up to the Projects. make a field on the Phase record with the information you want to float up, called [Phase Summary] such as
List("-", [Phase name], [Phase Status])
Now got to the relationship where One Project has many Phases and make a Combined Text Summary field of the field [Phase Summary].
It will appear in "pill" format.
If you don't like that format, you can make a formula text field
SerachAndReplace(ToText([Combined Text Summary Phase Summary]), " ; "\n")
That should display the Phase info in a vertical format. Then just look that up down to SuPport Tickets and add it to our report.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.commark.shnier@gmail.com------------------------------
Original Message:
Sent: 12-06-2019 12:01
From: Jaime Jaime
Subject: Combining multiple Pages to One for a Single Report
That sounds like just what I need.
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Jaime Jaime
Original Message:
Sent: 12-06-2019 10:01
From: Mark Shnier (YQC)
Subject: Combining multiple Pages to One for a Single Report
What about if we can easily do a report of all the support tickets, listing columns for the Project and its status as well as each Phase and it's status.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
Original Message:
Sent: 12-06-2019 09:09
From: Jaime Jaime
Subject: Combining multiple Pages to One for a Single Report
To be more clear, I need a report that shows all of the projects, all of the phases, and all of the support tickets and what the status is of each one.
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Jaime Jaime
Original Message:
Sent: 12-06-2019 09:08
From: Jaime Jaime
Subject: Combining multiple Pages to One for a Single Report
Hi Mark,
Thanks for your help. I do have relationships as you have listed. Basically each project will have a status of open or closed. The phases are linked to the project name and have statuses of open or closed. The support tickets are linked to the project name and also have statuses of open or closed. A report is being pulled from each table, project, phase, and support ticket based on the open and closed status to audit continuity. My thinking was that I add all of the tables into another table and pull just one report from the new table. Are you saying I can create a report based on the three separate tables?
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Jaime Jaime
Original Message:
Sent: 12-05-2019 19:42
From: Mark Shnier (YQC)
Subject: Combining multiple Pages to One for a Single Report
You should be able to do this with your existing relationships.
So you have
Project < Phases
Project < Support Tickets
Can you say in words what the report is that you want?
I want a report of all ......... where ...... is true
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
Original Message:
Sent: 12-05-2019 16:42
From: Jaime Jaime
Subject: Combining multiple Pages to One for a Single Report
I have a table in which 100+ projects reside. I have another table of phases that are connected to the projects (sometimes multiple phases to a single project). I also have a table of support tickets that are connected to a particular project. Right now I have someone running a report on all of the projects, a report on all of the phases, and a report on all of the support tickets. They then download these to Excel and do a line by line comparison to check for "open" and "closed" statuses between the three. Very cumbersome. Would it be possible to create a separate table that pulls in all of the projects, all of the phases, and all of the support tickets and then run one report on the "open" and "closed" statuses from that table? IF so, how would that look? Thank you in advance!
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Jaime
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