Gelo
Qrew Trainee
Joined 4 years ago
User Profile
User Widgets
Contributions
"Group by" functions on reports
Did QuickBase remove the ability to group reports? Users used to be able to click the three dots next to a field in a report and group the report. Now it seems only administrators can group reports. Is there a setting somewhere we can change this? Lots of users relied on this function so it's kind of disappointing. Thank you in advance! ------------------------------ Gelo ------------------------------Re: Make field data permanent
We are a mortgage lender so we want to track where a loan is throughout the life of the application process. For historical analysis, we want to say "ok, so loan ABC was marked as "Approved" in the "Current Status" field on 4/21/2022. It was marked "Funded" in the "Current Status" field on 5/21/2022. Therefore we know it took 1 month from being approved to funding." As it stands now, we have no way of storing that historical data because it overwrites the "Current Status" field. We are looking for a way to log that current status field data so we can query off it. I hope this makes sense! ------------------------------ Gelo ------------------------------Make field data permanent
Hello! We want to create a Formula-Checkbox field that is true when a certain trigger occurs, when it "switches" we want it to stay switched and never change back. Is that possible with QB? For example if there are 3 stages of a record like stage 1, stage 2, stage 3...when it switches to stage 2, we want it to stay stage 2 even if it goes back to stage 1 or to stage 3. Basically, once it hits that trigger, the field locks. Thanks so much, ------------------------------ Gelo ------------------------------Color-coding specific time sensitive records
Hello Everyone, I have a table report that the sales team uses to work through deals. I know we can create a formula for color-coding the records, just not sure what the formula would be. We want to color-code records like so: If the today's date is 1 week before [Closing Date] highlight red. If today's date is a month before [Closing Date], highlight yellow, etc. Once that date has passed, highlight another color. I really appreciate any help, thank you! ------------------------------ AG ------------------------------Next Work Date/Follow-up Field
Hello! We have a date field for Collectors called "Next Work Date" which is essentially a follow-up date. They input a date and that field serves as a reminder to follow-up with that customer on whatever date was entered. My question is, is there a way to filter out an account with a "Next Work Date" from their active worklist table report and then have it re-enter their active worklist table report on that date? Thanks in advance!Re: Add Field Total for Date Range
One of the main purposes is for commission for sales reps. We have a budget every month. We need to reference the Budget fields to see if January is over or under budget and then pay accordingly. Ideally, we will create a field called "Commission Total" that applies the commission formula to the total amount funded for that month (For example- If Jan Funded < Jan Budget, Jan Funded * 0.005) Until we know what the number is for each month, this is impossible for us to figure out ------------------------------ Gelo ------------------------------Re: Add Field Total for Date Range
Hi Mark, No, those are three different totals. For the purpose of our calculations, having the current year number is most important. If there is a way to distinguish year by year that would be great but not the end-all-be-all of our purpose. Hope this helps, thanks! ------------------------------ Gelo ------------------------------
