Generate Invoice Report On Date Range
Currently have the following table relationship:
Here are my invoice table fields:
I need to generate a report based on "ask user" input of "Start Date" and "End Date" range to inclu...
Forum Discussion
Since your Invoices table is a child to the Project, you can have each Invoice be an individual record (and actually should do this), rather than having a single Invoice record with multiple dates, amounts, etc.
I would suggest changing your Invoice table to have just the following fields:
Once you do this, you can use the Invoice Date field to build your report.
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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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I would suggest changing your Invoice table to have just the following fields:
- Invoice Date
- Invoice #
- Invoice Amount
Once you do this, you can use the Invoice Date field to build your report.
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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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Blake,
Great idea, do you have a suggestion on how i can effectively migrate the values already in my multiple invdate, inv# and invamount into the newly created fields you suggested?
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Philip Hall
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Great idea, do you have a suggestion on how i can effectively migrate the values already in my multiple invdate, inv# and invamount into the newly created fields you suggested?
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Philip Hall
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- Unfortunately, it's just going to be a matter of saving all your records to a spreadsheet, manipulating the data there, and then uploading it back to Quick Base into the correct fields.
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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
------------------------------- yes, Blake is correct.
The setup should be to have the child table of invoices and not have the invoice amounts on the parent record.
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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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