Multiple editable reports on the same page
I have a list of tasks that I can bring over individually into a report with a "Add Task" button. My issue is that I need to be able to do that for 12 individual months and have each report by month t...
Forum Discussion
There are various ways to achieve this, and much will depend on whether you need a calendar year of Task records or a full year of records. And of course, "when" do you get these created? Are the Tasks Monthly-based or are they simply 12 records with a Month-value selected?
You can opt for Automations to create your records and then use a Refresh button until all the records have been created. You can then embed separate Reports showing each Month separately onto a parent-form layout; or you can simply GROUP your Tasks table records by Month (you will need to create a formula to help organize the Months in month-order, rather than alphabetical order.
The display/visibility of your Tasks is secondary to creating them.
You can opt for Automations to create your records and then use a Refresh button until all the records have been created. You can then embed separate Reports showing each Month separately onto a parent-form layout; or you can simply GROUP your Tasks table records by Month (you will need to create a formula to help organize the Months in month-order, rather than alphabetical order.
The display/visibility of your Tasks is secondary to creating them.