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Question

Filter a summary report using 4 date fields with specific date ranges for each field

  • May 5, 2021
  • 0 replies
  • 28 views

Hello,

I have a table with daily accruing records for "billed claims" that contain 4 payment date fields to show when a payment is received (PrimaryPostingDate, Secondary..., Tertiary..., Alternate...). 

We have commission cycles from those payments that go to several clients (FOTM through the 15th & the 16th through the EOTM).   I am at the mercy of the fields I am calling in from our external billing system, thus the four separate fields as opposed to having a "Paid source" field with just one payment date per record to report from.  Essentially, I have one record per claim, each with 4 payment type fields and 4 payment date fields for the various types and dates of possible payments on a claim.

I would like to be able to create the commission period summary reports showing all payments in a particular period.  I've tried several scenarios with simple filtering but have come up short.  Is there a formula field that can summarize this report for me, or am I possible filtering incorrectly?

Fields:
PrimaryInsurancePayment
SecondaryInsurancePayment
TertiaryInsurancePayment
PatientPayment

&

PrimaryPaymentDate
SecondaryPaymentDate
TertiaryPaymentDate
PatientPaymentDate

Ex. Commission Period, any payment posted from 05/01/2021 through 05/15/2021

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Stephen Miller
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This topic has been closed for replies.

MarkShnierYou
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  • Quickbase Alumni
  • May 6, 2021
Option 1. Create an <ask the user> report to have the user key in the start and end dates  for the 4 fields, so answer 8 questions.  Yuk.

Option 2, do the same with Dynamic Filters.  Yuk.

Option 3 is what I recommend.  Use the approach here to enter your dates into a "Control Record" and then get the results easily form the user's Perspective.

https://community.quickbase.com/communities/community-home/digestviewer/viewthread?GroupId=43&MessageKey=c88744e2-ed2d-47a3-8038-d4a82f361689&CommunityKey=157a0aac-5622-4134-8b0a-ae35c9b68e53&tab=digestviewer&ReturnUrl=%2fcommunities%2fallrecentposts

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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