Hello Everyone,
I am trying to create a summary report that shows a list of clients that are not repeated clients. The date range is from 8/1/22 - 7/31/23. Starting in August all clients are new, however when September happens I need to see only new clients. I was thinking about creating a formula in the summary report but have not idea on how to isolate new clients or to check the previous month to see if the client has already come in.
Does anyone have any ideas on how I can solve this or any suggestions? I have clients that have been listed from previous years but this report is to focus on the next 12 months.
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Alex Bartholomew
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Question
Unique Individuals
+4This topic has been closed for replies.
+22Can you tell us what the definition is of a new client? The date created of the client record, or just one client have many billing records or something like that.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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+22One Client has many Visits
A "new" Client as of last month is one where the # of Visits last month = number of visits.
Create a summary field for the [# of visits].
Create another summary field for the [# of visits last month] where visit date is during the previous 1 month.
Run a Report on Clients where [# of visits] = [# of visits last month].
If you also need a report on going during the month of number of clients in the current month then do something similar but make a summary field for [# of visits this month]
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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A "new" Client as of last month is one where the # of Visits last month = number of visits.
Create a summary field for the [# of visits].
Create another summary field for the [# of visits last month] where visit date is during the previous 1 month.
Run a Report on Clients where [# of visits] = [# of visits last month].
If you also need a report on going during the month of number of clients in the current month then do something similar but make a summary field for [# of visits this month]
------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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