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Is there a way to save daily summary report numbers into a table to create a daily history of a report total? I want to see things like pipeline size over time.

  • May 12, 2016
  • 0 replies
  • 146 views

I have sales pipeline data and I want to save the totals for different slices of this report to a table so I can see a day by day history of the data to establish trends.
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Using the "More... " button on a Summary report you can copy the data to another table.    I would create that table first by exporting to excel and then importing to a new table in order to ensure that the field names will match up perfectly. Then in subsequent days use the option to copy to another table.

I also suggest including a summary field of Today() so that when you import to your history field it knows which day it was for.  Or maybe the native [Date Created] is good enough, I guess.

  • Quickbase Alumni
  • February 27, 2017
Mark

I need a similar arrangement but I don't see the option in the More button as you indicated. All I can see is import/export as being relevant. 

You will see the option if the sumamry report does not use cross tabs, i.e. If you are not using columns across the page as part of your summary..

If you change the report to not have cross tables, then you will have that option.

  • Quickbase Alumni
  • February 27, 2017
You could skip all that of copying things from one table to another, by using a date field in your pipeline to categorize / sort the resulting data.  

It seems like a lot of extra steps if you just want it "so I can see a day by day history of the data to establish trends."  It give you a lot more future options to keep the data together.

  • Quickbase Alumni
  • February 28, 2017
Thanks Mark. I see the option now. Thanks Matt, you are right but there is a lot of weekly data that needs to be summarised in monthly patterns and I do need to create charts.