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...
Forum Discussion
The first report (Summary) has all the detail lines for the final report - looks like:
Team-Member | Email | Customer | Invoice | Invoice $
The second report (Table), using the output of report 1 in a new (helper) table, is sorted by Team-Member by Customer and adds subtotal lines that show
total Invoice $ per Team-Membertotal Invoice $ per Customer
So now, if I'm looking on the screen, I have all the subtotals I need, and the correct email addresses on the correct detail lines.
[Eventually I have to add the email addresses to the subtotal lines as well, because that's how the Mail Merge program knows how to bundle all the applicable lines together for one email address, but that's another step.]
The immediate problem I'm having is that if I run the second report and then "save as spreadsheet" what is in the spreadsheet does not include the subtotal lines - although they appear on the screen in QuickBase.
I could do the subtotals in Excel with the info I have; but there are a lot more Excel steps and I'm trying to minimize them.
Make sense?
Team-Member | Email | Customer | Invoice | Invoice $
The second report (Table), using the output of report 1 in a new (helper) table, is sorted by Team-Member by Customer and adds subtotal lines that show
total Invoice $ per Team-Membertotal Invoice $ per Customer
So now, if I'm looking on the screen, I have all the subtotals I need, and the correct email addresses on the correct detail lines.
[Eventually I have to add the email addresses to the subtotal lines as well, because that's how the Mail Merge program knows how to bundle all the applicable lines together for one email address, but that's another step.]
The immediate problem I'm having is that if I run the second report and then "save as spreadsheet" what is in the spreadsheet does not include the subtotal lines - although they appear on the screen in QuickBase.
I could do the subtotals in Excel with the info I have; but there are a lot more Excel steps and I'm trying to minimize them.
Make sense?