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NicholasNeilio1's avatar
NicholasNeilio1
Qrew Member
5 years ago

Summary Report Columns showing Month End

Simple Account Database with two tables
first table - account name and account number
second table - account value and day

Report i am looking for is a summary report by month showing end of month value

Name   Jan  Feb Mar etc
Smith  10     20    30

The summary report I get adds all the values in that month together

obviously new to qbase, thanks in advance for any help



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Nicholas Neilio
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  • Well, assuming that in fact you have data for every day of the moth for every account, then you can make a checkbox formula flag field on the child daily values table called [Last Day of the Month?].

    [Date] = LastDayOfMonth([Date]) 

    Then add that filter to your summary report.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
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    • NicholasNeilio1's avatar
      NicholasNeilio1
      Qrew Member
      thanks, I thought of that route, but was unsure if there was a function/feature inherit to the software,
      Nick

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      Nicholas Neilio
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