Forum Discussion

JimJim1's avatar
JimJim1
Qrew Member
9 years ago

Is there a way to save daily summary report numbers into a table to create a daily history of a report total? I want to see things like pipeline size over time.

I have sales pipeline data and I want to save the totals for different slices of this report to a table so I can see a day by day history of the data to establish trends.
  • Using the "More... " button on a Summary report you can copy the data to another table.    I would create that table first by exporting to excel and then importing to a new table in order to ensure that the field names will match up perfectly. Then in subsequent days use the option to copy to another table.

    I also suggest including a summary field of Today() so that when you import to your history field it knows which day it was for.  Or maybe the native [Date Created] is good enough, I guess.
  • Mark

    I need a similar arrangement but I don't see the option in the More button as you indicated. All I can see is import/export as being relevant. 
  • You will see the option if the sumamry report does not use cross tabs, i.e. If you are not using columns across the page as part of your summary..

    If you change the report to not have cross tables, then you will have that option.
  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    You could skip all that of copying things from one table to another, by using a date field in your pipeline to categorize / sort the resulting data.  

    It seems like a lot of extra steps if you just want it "so I can see a day by day history of the data to establish trends."  It give you a lot more future options to keep the data together.
  • Thanks Mark. I see the option now. Thanks Matt, you are right but there is a lot of weekly data that needs to be summarised in monthly patterns and I do need to create charts.
    • MCFNeil's avatar
      MCFNeil
      Qrew Captain
      Have you ever used a "months" table and made the relationship a formula, so you can automatically summarize and graph things.  Just trying to find a more economical way, but if you absolutely need to copy the data, do what you need to.
    • ArshadKhwaja's avatar
      ArshadKhwaja
      Qrew Commander
      Thanks Matt.  Yes I understand the concept. But issue is that we are loading  10,000 lines a week. Even if I identify it by date, we will end up a lot of data. Hence the reason to run a summary report of 30 lines and save it in another table which can then produce a tracking chart.  _
      • KevinHaigler's avatar
        KevinHaigler
        Qrew Member
        Hi Arshad,

        Were you able to accomplish this/automate this? 

        I'm in a similar situation where I'm uploading sometimes up to 30k lines a week, and quickly running out of table space. Need to come up with a solution soon. If not, I'll create a new post since this is 4+ years old at this point.

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        Kevin Haigler
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