Qrew LegendI have done some work in that sector that I think you are in.
With another client of mine, they were working with sort of troubled teenagers who get caught up in the justice system and they were trying to get them on a better path,
So using that an an example situation
They had Clients (the teenagers). So that is where they record their name and DOB and other "demographics" like address, contact info and who they live with parents / guardians etc......
Then there were Cases. One Client has many Cases. A case would be the Event that caused them to be "in trouble".
Then they would have Interactions, so one Case had many Interactions, which would be counselling sessions on anger management or getting them to show up for a court date or some other attendance with "the system".
So that might be the same three table setup that you need.
Why don't you contact me directly at mark.shnier@gmail.com and I can give you some free time to look at your app and suggest next steps.
As for the immediate question of how to get the number of unique clients served in a quarter, you can run a summary report of your Interactions, grouped by Client Name and filtering on the dates for the quarter. The bottom of the report will give you the number of "groups" which is the number of unique clients served that quarter.
The next question about the number of new clients each Quarter with a reset for the next calendar year is trickier and might need the use of a "Formula Query". The syntax and logic for can be a bit daunting, so if it needs that and you are in somewhat of a non profit type organization, I can help with that with some free consulting hours.
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