Forum Discussion

ChrisFaye1's avatar
ChrisFaye1
Qrew Cadet
6 years ago

What Table Should I Report From?

I'm trying to determine the best way to report the following. Assuming there's a way to report at the higher level and get the results in an easier way. 

Do I need to pull all the info down to the 'applicant' level table or is there an easy way to keep the one-way table structure and report higher up?

Table Structure
Property
-Units
--Applications
---Applicants

The goal is to pull a report that includes a line by line of all applicants that are associated with a unit. 

Example: Unit 202 has 1 applicant associated, Unit 203 has none, Unit 204 has two applicants and Unit 205 has 1 applicant associated
(Standard Table Report Layout) There are more fields needed/crossing over, but this should paint the picture. 

Where each field originates:
Property - Property
Unit - Unit & Status
Application - Lease Start Date & Lease End Date
Applicant - Name, DOB, Gender, Income, 

Property          Unit           Status           Name          DOB           Gender    Income            Lease Start Date         Lease End Date   
Prop A             202           Rented         Jim Jon      3/3/1980    Male         $80,000          9/9/2019                      9/8/2020
Prop A             203           Available      -----              -----               -----           -----                   -----                                -----
Prop A             204           In Process    An Poi        3/3/1982    Female     $110,000          10/9/2019                   10/8/2020
Prop A             204           In Process    Tom Poi      1/3/1979    Male         $90,000            10/9/2019                   10/8/2020
Prop A             205           Rented         Ed Inn        7/3/1984     Male         $75,000            9/18/2019                   9/17/2020

Thank You!

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Chris
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  • The simplest way is to make your report off the most detailed level, so the bottom Applicants level.  You may be able to use a Summary report to avoid repetition that you would get using a table report with Group By.  But try both approaches.  Maybe it will look best using as table report with Group By and not repeating all the columns which are in the Group By.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
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    • ChrisFaye1's avatar
      ChrisFaye1
      Qrew Cadet
      Figured, but was hoping for some funky trick :) Thanks, Mark!

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      Chris
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