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.