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BrandonPorter's avatar
BrandonPorter
Qrew Trainee
6 years ago

Report that shows all expenses of a job, broken down by category (Labor, Equipment, materials, etc.) and grouped by month

I need to create a report that shows all expenses related to a given job, broken down by category (Labor, Equipment, Materials, Subcontractor, etc.) and grouped by month.  I have tables that store the expense amounts for each category, and at the job level I have summary fields for everything, but it seems like I can either get a report with expenses by month (using a summary table) or expenses by job (without grouping by month).  Help!
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  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    6 years ago
    The best way is to create a summary report off the most detailed level of data.  That way you can drill into more detail.

    Make an unfiltered report and then make a Report Link field type on the Job to link [Record ID#] to the lookup of the lookup of the [Record ID#] of the job on the most detailed level. In other words, lookup the [Record ID#] of the job down and down to the lowest level of detail and use that field on the right a side of your report link field type.  Then put that unfiltered summary report as the report to use on the form for that Report Link field.  The Report link field will filter for just the job you are viewing.