ContributionsMost RecentMost LikesSolutionsRe: Drill down of summary report shows no records foundI didn't mess with any of it, until we discovered there was an issue. But even then, I changed everything back to the way it was originally. I did check the default report settings and there are no filters set on it, until you select a client from the summary. From the summary report, I select a client name, which opens up the default report that usually contains the records shown in the summary. The default report (drill down) comes back with no results. I then choose to customize the report, just to see what it is pulling, and it is looking for Client Name is equal to "the client that I selected in the summary report". If I change that filter to "contains", the results appear. But then I have to add another filter to just pull the current year results. The original summary report shows records for the current year. The drill down used to just display the records shown in this report. There are several relationships set up. Many other tables are pulling the "Company Name" from a different table. I tried to update everything to pull Company Name instead of Client Name and still no results. I'm assuming there's a relationship break somewhere. I tried to get help from QuickBase but the support agent said they weren't familiar with our data and wouldn't be able to help. I have a workaround in place right now, just having users edit the drill down results and changing the filter to contains, as well as adding the current year filter. It would be nice to figure out what is wrong though.Re: Drill down of summary report shows no records foundAppears to be all client names. This worked fine not long ago. We just began noticing this issue last week. I haven't made any changes. I'm hoping another user didn't make a change and mess something up.Drill down of summary report shows no records foundI have a summary report by client name. When I click on a client name from that report, it used to bring up the records for that client. Now it shows no records found. If I edit the drill down report and change Client Name EQUALS to Client Name CONTAINS, I get results. Any suggestions?Re: Adding items to a current table to track activity, although item won't be processed in current monthSorry, it's difficult to explain in writing, but you are following along great! Ok, so we have the master table, it has 2,553 records. The filing frequencies are Monthly, BiMonthly, Quarterly, SemiAnnual and Annual. The previous developer set it up so that the Jan, Feb, Apr, May, Jul, Aug, Oct, Nov periods include all of the records with a "monthly" filing frequency. The Mar, Jun, Sep, Dec periods include all of the records with a Monthly and Quarterly filing frequency. June would also include the semi annuals and December would also include the annuals. So it isn't necessarily a "field", per say. I have attached images of the formula fields I had mentioned, in case that helps. He set up the filing frequencies using numbers, as you'll see for December (2,553 records), it includes all of the periods. March would have the Monthly & Quarterly filings due (2,118 records), July would have just the Monthly filings due (1,541 records), etc. To copy the records each month, we have reports set up to pull the Mar records for example, then I would choose to copy these records to another table. Re: Adding items to a current table to track activity, although item won't be processed in current monthThanks so much for your reply. That sounds like it may work. Now my issue would be creating the formula-checkbox in the master records table, as you suggested. The person that handled this before me had set up formulas to match certain filing frequencies. For example, one is named Feb, this will have the records with filing frequencies due in Feb, monthly, occasional. Another one is named Mar, this would be records with frequencies of monthly, occasional, quarterly... etc. I can't find the original source of these "fields/formulas" that he created. I guess I could just create the formula utilizing those fields/formulas that he set up. I wish this were my only job so I could really dive in, but I just manage the applications in addition to running my department.Adding items to a current table to track activity, although item won't be processed in current monthLet's see if I can explain this. I have a Master Records table, some records are due monthly, some quarterly, some annually, etc. We copy the table each month pulling only the records that are due for that month. However, we'd like a way to track the monthly activity for ALL records although all of them won't be "processed" that month. Then once it is due, the idea is to pull the activity by month and process those amounts on that non-monthly record. Say for example, I need to enter sales amounts by states, in the current table, Ohio isn't showing up because it is Semi Annual, but I want to enter the sales on a non-active record. We have filing status and date, etc... as fields in the current table. Would it be possible to add "all" records and grey out the fields that we won't be using that month? And just allow edits on certain fields? Hopefully that makes sense.