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Reports - Charts

  • December 3, 2019
  • 0 replies
  • 8 views

I am wanting to have a report that shows two things: How many cases were opened per month for the year and How many cases were closed per month for the year. 

I currently have 2 reports showing each thing. I would like to have them all on one report. 



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Anna Harris
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This topic has been closed for replies.

MarkShnierYou
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One way to do this is to use excel to load up a whole bunch of dates for the first of each month gong back say 3 years and forward for 20 years.

Create a table called Monthly Cases and import those dates into a field and set that field to be the Key field of the table.

Then make a relationship to the cases table and for the reference field on the right side, use a formula date field [date case opened mirror] with a formula of

[date case opened]

Then make a new relationship again 

Then make a relationship to the cases table and for the reference field on the right side, use a formula date field [date case closed mirror] with a formula of

[date case closed]

The on both relationships make a summary of the #of cases.  Use those field on your report.
  ​

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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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