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...
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MarkShnier__You
Qrew Legend
Qrew LegendOne Client has many Visits
A "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 ​[# of visits this month]
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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A "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 ​[# of visits this month]
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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- Thank you Mark for your help.
Bart
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Alex Bartholomew
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