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Combining multiple Pages to One for a Single Report


I have a table in which 100+ projects reside. I have another table of phases that are connected to the projects (sometimes multiple phases to a single project). I also have a table of support tickets that are connected to a particular project. Right now I have someone running a report on all of the projects, a report on all of the phases, and a report on all of the support tickets. They then download these to Excel and do a line by line comparison to check for "open" and "closed" statuses between the three. Very cumbersome. Would it be possible to create a separate table that pulls in all of the projects, all of the phases, and all of the support tickets and then run one report on the "open" and "closed" statuses from that table? IF so, how would that look? Thank you in advance!

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Jaime
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MarkShnierYou
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You should be able to do this with your existing relationships.

So you have 

Project < Phases
Project < Support Tickets

Can you say in words what the report is that you want?

I want a report of all ......... where ...... is true

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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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AdamKeever1
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Jaime,

Take a look at his:

Table to Table to Table relationships with Lookups and Summary fields

Following this architecture will allow you to view all of your records within the support tickets table. You would want to lookup the status of your project to your phase table and then lookup the statuses of project and phase to your support tickets table. Then you could create a formula field to return "open" if all three statuses are not "closed" otherwise return "closed".

In this manner, your delegate would not need to run a report, but only navigate to the support tickets table and apply the dynamic filter. Likewise, you could easily create a report with the same filter applied and add that to a dashboard or as a link in an email notification.

Here is what it looks like:
Here is the formula used for the overall status:

If([ID - Status]= "closed" and [ID - Status2]= "closed" and [Status] = "closed", "closed", "open")

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Adam Keever
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