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PhilipHall's avatar
PhilipHall
Qrew Trainee
4 years ago

Generate Invoice Report On Date Range

Currently have the following table relationship:
Here are my invoice table fields:
I need to generate a report based on "ask user" input of "Start Date" and "End Date" range to include only the records that fit within date range.  There can be up to 12 Invoices created on the project at this time.  Each invoice has it's unique Invoice Date, Invoice # and Invoice amount. What is the best way to construct a report fitting this criteria?​

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Philip Hall
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Tables and fields

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  • BlakeHarrison's avatar
    BlakeHarrison
    Qrew Captain
    4 years ago
    Since your Invoices table is a child to the Project, you can have each Invoice be an individual record (and actually should do this), rather than having a single Invoice record with multiple dates, amounts, etc.

    I would suggest changing your Invoice table to have just the following fields:
    • Invoice Date
    • Invoice #
    • Invoice Amount

    Once you do this, you can use the Invoice Date field to build your report.​​

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    Blake Harrison
    bharrison@datablender.io
    DataBlender - Quick Base Solution Provider
    Atlanta GA
    404.800.1702 / http://datablender.io/
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    • MarkShnier__You's avatar
      MarkShnier__You
      Qrew Champion
      4 years ago
      Philip, since you have an invoice file with dates, you can construct an <ask the user> report to allow the user to select the date range.

      You should be able to have two <ask the user> questions.

      Where
      [invoice date] is on or after <ask the user>
      [invoice date] is on or or before <ask the user>
       

      The other way to do this is simply to through the user into a full report and then show the Invoice Date as a Dynamic Filter.

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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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    • PhilipHall's avatar
      PhilipHall
      Qrew Trainee
      4 years ago
      Blake,
      Great idea, do you have a suggestion on how i can effectively migrate the values already in my multiple invdate, inv# and invamount into the newly created fields you suggested?

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      Philip Hall
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      • BlakeHarrison's avatar
        BlakeHarrison
        Qrew Captain
        4 years ago
        Unfortunately, it's just going to be a matter of saving all your records to a spreadsheet, manipulating the data there, and then uploading it back to Quick Base into the correct fields.

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        Blake Harrison
        bharrison@datablender.io
        DataBlender - Quick Base Solution Provider
        Atlanta GA
        404.800.1702 / http://datablender.io/
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