Unique Individuals
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, h...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendCan 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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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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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.
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
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Alex Bartholomew
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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.
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
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Alex Bartholomew
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