Forum Discussion

JimJim1's avatar
JimJim1
Qrew Member
10 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.
reports and charts
Tables and fields
ArshadKhwaja's avatar
ArshadKhwaja
Qrew Commander
9 years ago
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
    9 years ago
    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
    9 years ago
    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
      5 years ago
      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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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        It's not clear from your post how you want to summarize the data to hold the history, but if you create a table to capture the summary totals in a relationship for say today's open orders, then you can use a schedule Automation or pipeline to copy those totals across to a history table each night.

        You can initialize that table by creating a summary report with the total and using the More ... button to copy these totals to another table.

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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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