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CarolannLiberon's avatar
CarolannLiberon
Qrew Trainee
7 months ago

summary report totaling issue

Hello, 

I am a newbie trying to learn and I was hoping someone would be able to help me figure this out, if possible.

I have a summary report (attached) that we use to look at "item number" totals for an active job.

Our foreman enter a daily log and chose the different item numbers that they are doing that day and enter whatever quantity installed. 

We have the unit price of the "item number" and the "bid quantity" that was projected. 

The problem is that the "bid amount" calculates the "bid quantity" every time that "item number" is used in a daily.

For example; if they use 001 in 4 dailys and installed 453 SY it would calculate the "bid amount" as 1838 x 4 =7352 - but the "bid amount" should just be 3.13 x 1838 = 5752.94. so it was making that total way off.

BUT the "Quantity Installed" calculates the "Revenue" correctly. 1812 x 3.13 = 5671.56.

I was told for this that the "Bid amount" should be changed to Maximum and that will just give you the total of the "unit price" and "bid quantity" which it does! Great! The only problem now is that the total at the bottom of the column of "Bid Amount" is just giving the Max amount not a complete total.

I know that changing it to max will no longer give me a total of that column so I am not sure what I can do with this summary report that will give me a "bid amount" column total that is accurate? Is there a formula that can be added to this report to override that?

Your help would be much appreciated!

Thank you,

Carol

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1 Reply

  • Kojo_Levery's avatar
    Kojo_Levery
    Qrew Trainee
    7 months ago

    Hi Carol,

    I think you're seeing an issue with the calculations in the summary report because the "Bid Amount" should only exist once per item. Right now it exists once per each daily log, so Quickbase keeps adding it over and over. If you move "Bid Amount" to the parent item and let the daily logs only look it up, the summary report should total everything the way you want. Hopefully this helps!