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.
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.
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
    4 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
      4 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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      • KevinHaigler's avatar
        KevinHaigler
        Qrew Member
        4 years ago
        Hi Mark,

        My use case is a little different than what is asked above, rather than daily totals, I need to keep the parent key field as the record is locked, and daily there can be anywhere from 2-6 parent records being finalized.

        My current thought is to use a code page to pull that summary report, iterate over the return to produce a csv file and then use the CSV Import API to add it to the summary table.

        I'm just new to code pages (and javascript in general) so its proving to be more challenging than I envision to do within QuickBase, which should allow me to fire the process on a trigger.

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        Kevin Haigler
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