Forum Discussion

CasieMasters's avatar
CasieMasters
Qrew Cadet
7 years ago

Creating a daily sales report that also has a column for YTD cumulative values

I have monthly report that summarizes GM $$ amounts by day.  I need to add a column that has the YTD GM total next to it and have it be the YTD for just that day.  So for instance if viewing April's r...
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
7 years ago
OK, try this low tech solution

Make a summary report of GM $$ by Day and the days are listed vertically down the report.

Make a filter where date of sale is "during" the current year.

Have the report group rows by date (by day)
Then have it also summarize by day again, but this time select the option for running totals.