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JohnGuerrero's avatar
JohnGuerrero
Qrew Member
4 years ago

Summary Report - # of Active Projects By Month

If you have a project that started on January 2020 and ended on March 2020, how can you create a summary report for 2020 (grouped by month) showing a count for that project 3 times (1 for each month it's considered "active") ?

Using just 3 fields as a point of reference (Project Number, Start Date, End Date), what's missing in this configuration to build the summary report?

Any help/idea would be appreciated.

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John Guerrero
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  • MarkShnier__You's avatar
    MarkShnier__You
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    4 years ago
    That is not easily one as in a summary report, a record may only appear once.  There is a way to do this for a start and end date to see which projects were active between those dates.

    But if you needed to have that on a single summary report by month hen you would need to set up an automate process to ensure that each project had say 12 Project Month children (assuming that a project would not go more than 12 months), and then use the child table or Project Months for your summary report.  The child records would take the date by formula based on the lookups of the start and end date of the project and say Child #3 would calculate if it was active in the third month after the start date and what month that was. ​

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    Mark Shnier (YQC)
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    Your Quick Base Coach
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    mark.shnier@gmail.com
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    • JohnGuerrero's avatar
      JohnGuerrero
      Qrew Member
      4 years ago
      Thank you, Mark! This confirms the missing piece of the puzzle. We need the data that tracks each month that the project was considered active.

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      John Guerrero
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