Forum Discussion

KimCameron2's avatar
KimCameron2
Qrew Trainee
5 years ago

Summary Reports

I am pulling a summary report based on Sales (Customer Table) and I really only want to show the Operators that are "ACTIVE" - which is a checkbox field.  I have OPERATORS in one table and I have Sales (Customers) in another table, which pulls from the OPERATOR table when uploading new sales.  The summary is pulling the sales based on the "Status"...how can I only pull data on active operators?  I am attaching pics in hopes that they will help...fingers crossed.

Apologies up front for lame photos...

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Kim Cameron
Admin/Sales
Vacation Tour & Travel
Conway AR
15013295434
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Relationships
reports and charts
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    np, just go to the Relationship where one operator has many sales and add a look up field down from operators down into sales for that operator Active checkbox.
    Then just add that as a filter to your Summary report.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • KimCameron2's avatar
      KimCameron2
      Qrew Trainee
      5 years ago
      Thank you so much....you are amazing!

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      Kim Cameron
      Admin/Sales
      Vacation Tour & Travel
      Conway AR
      15013295434
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