ChristineKirk
2 years agoQrew Cadet
Reports (Chart + Summary), & Notification Emails
Hello!
I have a few questions folding together at once here, and would love to know if anyone has any recommendations for me:
The one thought that has occurred to me to solve for #s 1 & 2 are to create fields for Month, and Year, and have rules that will fire a change to those fields once the date has been filled in..... but that seems like a really convoluted workaround and I'm not even confident I could build charts with those new fields the way I'd like to.
Thank you!
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Christine Kirk
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I have a few questions folding together at once here, and would love to know if anyone has any recommendations for me:
- Is there a way to create a grouped bar chart displaying months together, to display year-over-year trends similar to what this person has here:
- Similarly, is there a way to create a summary report that ALSO displays the months together, and not as their own lines in a table (that seems to be all I can achieve) - see crude screenshot here:
- Last - Is there a way to set up notifications to email a visual chart (such as bullet #1)? It seems I am unable to do so, but can have a notification set up populating a table such as bullet #2. Ideally, I'd receive the chart in my email monthly.
The one thought that has occurred to me to solve for #s 1 & 2 are to create fields for Month, and Year, and have rules that will fire a change to those fields once the date has been filled in..... but that seems like a really convoluted workaround and I'm not even confident I could build charts with those new fields the way I'd like to.
Thank you!
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Christine Kirk
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