Calculate sum for date range

HI, Steve -

There are a couple of different ways to create a report that tracks progress on your backlog.  The easiest way is to use a Quick Base automation.  So,

1. Create a new table called 'Backlog History.'
2. Create fields in that table like job, hiring manager, date opened, status.  Include Jobs table Record ID as a field.
3. Go to the Jobs table (or whereever backlog jobs are listed in Quick Base.
4. Click Setting-->Automations-->New Automation
5. Choose "On a Schedule" for the trigger
6. Set the frequency.
7. Click "Add Action"
8. Select "Add Record"
9. Select the fields you want to record in your history (eg Hirng Manager) and the corresponding field in the Jobs table.
10. Run the automation.
11. Create a summary report in the backlog table.  (See below for sample settings.)
12. Test, refine and repeat.

You can reach me at CloudBase Services if you have questions

Debbie