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Summary Reports

  • August 12, 2020
  • 0 replies
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I am pulling a summary report based on Sales (Customer Table) and I really only want to show the Operators that are "ACTIVE" - which is a checkbox field.  I have OPERATORS in one table and I have Sales (Customers) in another table, which pulls from the OPERATOR table when uploading new sales.  The summary is pulling the sales based on the "Status"...how can I only pull data on active operators?  I am attaching pics in hopes that they will help...fingers crossed.

Apologies up front for lame photos...

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Kim Cameron
Admin/Sales
Vacation Tour & Travel
Conway AR
15013295434
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MarkShnierYou
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np, just go to the Relationship where one operator has many sales and add a look up field down from operators down into sales for that operator Active checkbox.
Then just add that as a filter to your Summary report.

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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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