Forum Discussion

DavidHalter2's avatar
DavidHalter2
Qrew Member
4 years ago

Custom summary report based on a filtered list?

Hi I'm sure QB can do this, but I've not quite got there yet. Some help would be great. I've got a table of Staff related twice (actually five times, but twice should be enough for an example) t...
Relationships
reports and charts
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
4 years ago
Here is my suggestion.

Make a helper table called Focus Date Range with two fields for start and end date range and enter one record into it.  It will be [Record ID#] = 1

Block any users even admin from adding or deleting records.

Create a relationship back to your activities table and set the reference field on the right side to be a formula field =1

Look up the start and end dates down to Activities.

now.... make your Summary report and anytime you like you can adjust those dates






------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
  • DavidHalter2's avatar
    DavidHalter2
    Qrew Member
    4 years ago
    Mark:

    Thanks. I think I have it working, or at least a start at it. If I understand right, this puts an identical start and end date into every Activity record? From there, I can use another formula field to check if the Activity Date is on or between the End/Start dates and show a report filtered based on the result of that field. 

    If a user then wants a different date range, they would go into that single Focus Date Range record, change it, and then go look at the reports produced?

    Thanks
    Dave

    ------------------------------
    David Halter
    ------------------------------
    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      4 years ago
      Exactomundo. You got it!

      ------------------------------
      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      mark.shnier@gmail.com
      ------------------------------
      • DavidHalter2's avatar
        DavidHalter2
        Qrew Member
        4 years ago
        All right. I'm glad I followed that.  So, that brings up two more questions in my mind, then:

        1) can this process be streamlined in the same way that a report with "ask the user" is streamlined?  Let's say the user clicks a link or button or menu item pointing to the report user wants, QB prompts the user to modify the Focus Date Range record, and then is presented with the report?

        2) It seems like one drawback would be if two users are trying to modify the Focus Date Range nearly simultaneously.  That is, if I put something in, then between the time I modify it and get my report, someone else modifies it too and I get a report different than expected. This would be a possible problem, right?

        Thanks
        Dave

        ------------------------------
        David Halter
        ------------------------------