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Save Daily Summary in new table

  • December 4, 2019
  • 0 replies
  • 10 views

My question is similar to this one, but either my question is a little different or I can't figure it out:
https://community.quickbase.com/communities/community-home/digestviewer/viewthread?MessageKey=c0c28a60-ad19-4ad5-8504-80a53cb9490e&CommunityKey=d860b0f8-6a48-487b-b346-44c47a19a804&tab=digestviewer

I have a summary report for a table that shows total current backlog for each of our locations:

I would like to save these totals daily to another table so I can look at the backlog by location (the amount left to invoice) over time and see changes, trends, etc.

I believe the other forum post said to create another table and create a field for the total for each location but I can't figure out how to do create that field or link the tables together.   The record id is the key for the table that I am trying to summarize and I assume that table would be the child which I think makes this impossible.

Once the summary field is created I believe I would need to create an automation to post the summary field each day to another table to create a backlog history table.

I hope that makes sense.  If not, please let me know what questions you have.  Thanks in advance,

Ben


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Ben Gillihan
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This topic has been closed for replies.

MarkShnierYou
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  • Quickbase Alumni
  • December 5, 2019
Is the managing Location from a table of Managing Locations or is it a simple multiple choice field?

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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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