Not saving most current report
We created a new tab titled "documents", here we have an excel spreadsheet that is updated monthly by various employees. Each take turns adding new data for the month. When we review at the end of the...
Forum Discussion
Diana,
Have you considered moving the data off of rows of Excel entries and actually have those be individual QuickBase records. That way everyone is always working off the latest information.
It is typically pretty easy to convert rows of excel data to be a QuickBase table.
From your description of the problem, it just sounds like confusion and timing issues of who is updating the excel sheet and that there are multiple staff thinking they have the most current version when they don't.
ie user A grabs the excel sheets and hangs onto it for a few days while they update it. but meanwhile another user grabs a copy and updates the excel sheet. That data will get lost when the first user posts their updated sheet.
One way to see that is that if you click on Revisions a button beside the file attachment on the record (not the report) , you can see at least the previous three versions (and you can set that higher), and you can see when each version was posted and by who. Check that out and I think it will tell you that the file attachments are not being as rigorously controlled as you thought.
Have you considered moving the data off of rows of Excel entries and actually have those be individual QuickBase records. That way everyone is always working off the latest information.
It is typically pretty easy to convert rows of excel data to be a QuickBase table.
From your description of the problem, it just sounds like confusion and timing issues of who is updating the excel sheet and that there are multiple staff thinking they have the most current version when they don't.
ie user A grabs the excel sheets and hangs onto it for a few days while they update it. but meanwhile another user grabs a copy and updates the excel sheet. That data will get lost when the first user posts their updated sheet.
One way to see that is that if you click on Revisions a button beside the file attachment on the record (not the report) , you can see at least the previous three versions (and you can set that higher), and you can see when each version was posted and by who. Check that out and I think it will tell you that the file attachments are not being as rigorously controlled as you thought.