Help with Summary Report

Question

I am trying to create a report based on a checklist with 21 questions. Some of you know the first problem, Summary Reports are limited to 20 fields. Yes, the first question is how to include all of the items. The next is little more challenging. The only way at the moment to determine if the checklist item ever failed is if there is an entry in the accompanying notes field for each checklist item. The current report is taking a distinct count of the notes field for each item. There is one glaring problem and one I don't think is an issue, but can't rule out at the moment. First, every the notes field for each checklist returns a distinct count of at least 1. I could live with that is I could make sure that the value wasn't just the field itself. Also, the item I don't think is an issue but want some clarification; if there are multiple notes entered in one of the notes fields, will each not be counted or does Quick Base just look at the record level?

I look forward to your suggestions and comments.

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Paul Peterson
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blakeharrison · Answer

Can you post some screen captures of your checklist and a little more information about what KPI you're trying to report on?

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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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giuseppemacri · Answer

Are the checklists being conducted in a form view or grid edit view?

If its on a form view, you could use form rules to push notes, then have a formula fieldwhich counts the # of line breaks in that text field to calculate the # of issues.

If its on grid edit, you can do the same thing, however you would need to create a formula text field which would detect the checkboxes then push the correct note to the notes field.

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GMacri
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paulpeterson1 · Answer

Blake,I'll create a mock up of the checklist later today.&nbsp;&nbsp;G.Marci,The form is completed in form view.&nbsp; I should clarify, I only want to count the fields that have an entry in the notes field, not the total number of entries in the notes fields.------------------------------Paul Peterson------------------------------

giuseppemacri · Answer

If you are just counting the # of check boxes which are filled, you can create a formula numeric with a long If statement to count.ievar num Count = If([checkbox1]=true,​1,0)+&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; If([checkbox2]=true,​1,0)+&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; If([checkbox3]=true,​1,0)+etc------------------------------GMacri------------------------------

paulpeterson1 · Answer

There are no checkboxes on the list, each item on the check list has a dropdown with values of pass, fail, N/A and a notes field that is required if the item failed.&nbsp; The current summary report is counting the records where the notes field is not empty.&nbsp; I am not looking for the total failed in each record, rather a summary of which checklist items failed during the month so we can identify key failure points.&nbsp; Also, trying to count the checklist items with a value of fail will not work.&nbsp; The checklist is updated after each failed item is corrected.&nbsp; This part of the app is still fairly young and I may add a checkbox and form rule to add a check if an item fails and make sure the rule only fires when the change is from false to true.------------------------------Paul Peterson------------------------------

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