Add Field Total for Date Range
Hello, We are trying to create a field, not a report, that adds up the Principal Balance for a given month. Each record is a loan. So for example, the new field name would be January Funded and...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendIs the budget per sales rep? Or overall for the company.
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Mark Shnier (YQC)
mark.shnier@gmail.com
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Mark Shnier (YQC)
mark.shnier@gmail.com
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The budget is overall for the company
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Gelo
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Gelo
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- MarkShnier__YouThen I suggest setting up the table where the individual months are listed like I described above. Just enter a month or two to see if you can get the relationship working.
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Mark Shnier (YQC)
mark.shnier@gmail.com
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I would second Mark's suggestion of building a month's table, this would help you to easily see your budget each month in one place and be able to run reports on those aggregate numbers outside of a summary report. We have an article Quick Base Analytics: Improve your monthly insights by implementing a Months table that walks through setting up a months table in QB to get insights like this that might help you get started and understand how you would set something like this up.
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Evan Martinez
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