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DevinMcGovern's avatar
DevinMcGovern
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15 hours ago

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I have a parent table called Deliverables that pulls in the Project Name into my child table called Buy Out.

In Buy Out, each project has multiple Scopes.

Each Scope can have many line items over time, with a Date field that’s filled in by the user.

What I want:

A Table Report that groups by Project Name → then by Scope.

Under each Scope, I only want to display the most recent line item (based on the Date field).

So if Project A has Scopes Electrical, Mechanical, and Plumbing, I’d only see the latest record for Electrical, the latest for Mechanical, and the latest for Plumbing.

What’s happening now:

If I create a Summary field for Maximum Date, it only gives me the most recent record for the whole Project, not per Scope.

In a Summary Report, I can see the max dates by Scope, but I can’t get all the other line item details.

In a Table Report, I can group and sort so the latest is on top, but I can’t filter it to only show that one row per Scope.

What I’m asking:
How can I build a Table Report that actually only shows the most recent record for each Scope of each Project?

1 Reply

  • If I understand your situation correctly, I think what you need to do is a create a formula field that gets the most recent of each scope, and then produce a summary with these formula fields.