report with duplicate rows
I have Invoice headers and Invoice lines coming in from QuickBooks. I am reporting off of Invoice lines, and using some related tables to match the invoice lines with the team members whose time is b...
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yes, that works. A good technique to know.
But it still doesn't really do what I want.
To back up -
I'm trying to replace a report that we currently run out of another system then slice apart and send out by email to team members - so that everyone sees only the data applicable to them. Note that not all recipients are QuickBase users.
Currently this is done by manipulating the report output in Excel (with formulas and macros) so that every line of the report (even blanks) has an email address, then using that as input to a mail merge Add-in for Word that actually does the mailing.
This is tedious, and I'd like to automate it in QuickBase if possible since QuickBase already knows which line items belong to which email address.
If I summarize the data (1st report), then paste into a new table and group/sum (2nd report) when I try to paste the resulting report into Excel, I only get the detail data - I need to be able to take the summary lines with totals out of QuickBase so I can manipulate the whole thing in Excel.
Is there another strategy that would work better?
But it still doesn't really do what I want.
To back up -
I'm trying to replace a report that we currently run out of another system then slice apart and send out by email to team members - so that everyone sees only the data applicable to them. Note that not all recipients are QuickBase users.
Currently this is done by manipulating the report output in Excel (with formulas and macros) so that every line of the report (even blanks) has an email address, then using that as input to a mail merge Add-in for Word that actually does the mailing.
This is tedious, and I'd like to automate it in QuickBase if possible since QuickBase already knows which line items belong to which email address.
If I summarize the data (1st report), then paste into a new table and group/sum (2nd report) when I try to paste the resulting report into Excel, I only get the detail data - I need to be able to take the summary lines with totals out of QuickBase so I can manipulate the whole thing in Excel.
Is there another strategy that would work better?