Forum Discussion

JaimeStrawderma's avatar
JaimeStrawderma
Qrew Cadet
6 years ago

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 ...
reports and charts
JaimeStrawderma's avatar
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?

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Jaime Jaime
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JaimeStrawderma's avatar
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.

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Jaime Jaime
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    6 years ago
    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
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    • JaimeStrawderma's avatar
      JaimeStrawderma
      Qrew Cadet
      6 years ago
      That sounds like just what I need.

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      Jaime Jaime
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        6 years ago
        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.com
        mark.shnier@gmail.com
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