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!------------------------------Jaime ------------------------------

Excellent. Works like a charm. Thank you so much for all of your help.------------------------------Jaime Jaime------------------------------

You should be able to do this with your existing relationships.So you have Project < PhasesProject < Support TicketsCan 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 ProviderYour Quick Base Coachhttp://QuickBaseCoach.commarkshnier2@gmail.com------------------------------

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?------------------------------Jaime Jaime------------------------------

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.------------------------------Jaime Jaime------------------------------

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.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

Combining multiple Pages to One for a Single Report

MarkShnier__You
Qrew Legend
6 years ago
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
------------------------------
- JaimeStrawderma
  Qrew Cadet
  6 years ago
  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?
  
  ------------------------------
  Jaime Jaime
  ------------------------------
  - JaimeStrawderma
    Qrew Cadet
    6 years ago
    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.
    
    ------------------------------
    Jaime Jaime
    ------------------------------
AdamKeever1
Qrew Commander
6 years ago
Jaime,

Take a look at his:

Table to Table to Table relationships with Lookups and Summary fields

Following this architecture will allow you to view all of your records within the support tickets table. You would want to lookup the status of your project to your phase table and then lookup the statuses of project and phase to your support tickets table. Then you could create a formula field to return "open" if all three statuses are not "closed" otherwise return "closed".

In this manner, your delegate would not need to run a report, but only navigate to the support tickets table and apply the dynamic filter. Likewise, you could easily create a report with the same filter applied and add that to a dashboard or as a link in an email notification.

Here is what it looks like:

Here is the formula used for the overall status:

If([ID - Status]= "closed" and [ID - Status2]= "closed" and [Status] = "closed", "closed", "open")

------------------------------
Adam Keever
------------------------------
- JaimeStrawderma
  Qrew Cadet
  6 years ago
  Thanks Adam. I appreciate your time. Looks pretty straightforward. I'll keep you posted.
  
  ------------------------------
  Jaime Jaime
  ------------------------------

Forum Discussion

Combining multiple Pages to One for a Single Report

Related Content

Modify multiple rows within the same group using Single Record ?

Sorting Combined Text Field by Record ID#

Using Grid Edit to Edit Multiple Records at Once

Many parent records on a single child record

How can I create a report in Quickbase that aggregates multiple rows into a single line per record?