create report with Summary fields

The least effort method would be to set up a new table with a single record. It will be [Record ID#] = 1. The table might be called Reporting Year.  Create 1 numeric field for the Year and create 1 record and then block all Roles, even Admin form adding or deleting records.'

Then set up a Relationships to the tables with your details data where the reference field is a formula field that calculates to 1.

Then look up that Focus Year and make your summary fields based on a filter the Year of the detail matching the Focus Reporting Year.

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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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