Forum Discussion
MarkShnier__You
Qrew Legend
5 years agoyes we can get there.
Two elements to the solution.
1. make a formula field that calculates to the full amount of there is only 1 Rep and to 50% of the amount if there is a Shared sale. use that field in our summary report.
Then make a field of type Formula multi-select called [Rep DF] (DF means Dynamic Filter.)
Split(UserListToNames(ToUserList([User 1], [User 2])))
Then you should be able to have a summary report and use the Dynamic filter to get one rep's totals at a time without needing to have a whole bunch of separate reports by rep
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
Two elements to the solution.
1. make a formula field that calculates to the full amount of there is only 1 Rep and to 50% of the amount if there is a Shared sale. use that field in our summary report.
Then make a field of type Formula multi-select called [Rep DF] (DF means Dynamic Filter.)
Split(UserListToNames(ToUserList([User 1], [User 2])))
Then you should be able to have a summary report and use the Dynamic filter to get one rep's totals at a time without needing to have a whole bunch of separate reports by rep
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------