Count of Tasks Started within a week to statically appear on another table's record

Question

My company is trying to gather metrics on our projects in weekly records and save them in our Scorecard table.
Scorecard records are called Weeks.
We can create reports to produce the data and manually enter them into a Week. But of course we don't want to do it manually.
I can't seem to get the right information to summarize in the Scorecard.
(Additionally: we want this data to go out in an e-mail, so we can't just have a Scorecard Week filled with summary reports.)

The short question is, how do you get Report data (which is essentially a snapshot in time) to get logged into a table record?

More specifics: for one Week, we want to see how many tasks were started and how many were completed. So, one Week has many Tasks. But I think each task also has many Weeks: 1 for week started and 1 for week completed.

I set up two fields in the Task to return the FirstDayOfWeek the task was started and that it was completed. These, then, correspond to Scorecard Week dates. But I cannot get the Scorecard Weeks to summarize all tasks started during the Week (based on that start-date-to-week field). Tasks are currently set up as children of Weeks.

I'm probably misunderstanding something fundamental about Relationships but can't wrap my head around it. Any help is greatly appreciated!

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Ryan Farrington
Graphic designer, project manager, copywriter, engraver, internal Quick Base developer
rfarrington@experiencepinpoint.com
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MarkShnierYou · Answer

Automations to the rescue. This used to be difficult to do later play or impossible but now it's super easy as 1,2,3

Step 1. Make a saved table to table import to copy from your source table which has your summary records that you want to snapshot into a static table

Step 2. Set up an automation to run that saved import say every Sunday.

Step 3. Y'ur done!

Now I'm not actually sure if you have a source record to use to copy into your static table but you should be able to create a record in day a new single record table which will summarize the number of open tasks or the number of test started or the number of test completed, whatever kind of stats you want onto that single record.

post back if you have trouble getting your various counts summarized onto a record.

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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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