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Hello Everyone,I am trying to create a summary report that shows a list of clients that are not repeated clients. The date range is from 8/1/22 - 7/31/23. Starting in August all clients are new, however when September happens I need to see only new clients. I was thinking about creating a formula in the summary report but have not idea on how to isolate new clients or to check the previous month to see if the client has already come in.&nbsp;Does anyone have any ideas on how I can solve this or any suggestions? I have clients that have been listed from previous years but this report is to focus on the next 12 months.------------------------------Alex Bartholomew------------------------------

markshnier__you · Answer

Can you tell us what the definition is of a new client? The date created of the client record, or just one client have many billing records or something like that.

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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alexbartholomew · Answer

Hello Mark,The definition of a new client would be someone that has not visited our office before. I do have a field called [Client - date created] which lists the date when the client was created. I had just found this field after I created the post.&nbsp;The challenge is that on our Clients table we have parents and children entered as clients. The Relationship table was created to connect parents to children in a relationship. A parent comes once a month per child and we track that on our Visits table. I have created a summary and table reports and have narrowed down the clients by the parents only to start tracking our new clients. I can only count the parent once they come in even if the parent has more than one child. I can not count them again the next month if they came in again. My plan now since I have the reports created is to download to CSV file and remove the duplicate ID# to give me an accurate number since I can not figure out a way to do this in QuickBase.Let me know if you need more clarification.Thank you for your help Mark,Bart------------------------------Alex Bartholomew------------------------------

markshnier__you · Answer

One Client has many VisitsA "new" Client as of last month is one where the # of Visits last month = number of visits.Create a summary field for the [# of visits].​Create another summary field for the [# of visits last month] where visit date is during the previous 1 month.Run a Report on Clients where [# of visits] = [# of visits last month].If you also need a report on going during the month of number of clients in the current month then do something similar but make a summary field for&nbsp; ​[# of visits this month]------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

alexbartholomew · Answer

Thank you Mark for your help.Bart------------------------------Alex Bartholomew------------------------------

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