Create a summary report?

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I am trying to create a summary report.  Most of my fields are Numeric-Formula and the columns total correctly.  However, there are four fields where I need to use the totals from 2 fields to calculate a rate instead of totaling the column.

Sum of Docs:  Total number of docs
Sum of Hours:  Total number of Hours
Calc Rate:  Sum of Docs/Sum of Hours
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Cynthia

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Posted 3 years ago

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Cynthia,
Unfortunately, at this time, you are not able to use columns of a summary report in a formula field.

So, you will need to create a new table to create a record which will hold the totals for whatever time period you need to report on.

For example,

Let's say that you had agents working in documents and you wanted to have a weekly summary of their productivity, i.e., documents per hour.

You would need to create a table wher the Ket field to the Table would be say a hyphenated concatenation of the userid and the Sunday of the week.

Then in each detail record, you would create that same cincatentaed field by a formula.m then make a relationship, and summarize total hours and total documents.  Then you woul be able to dived the two.

QuickBase engineers are aware that it would be a nice enhancement to have to go though this hassle.

The hassle is how do you create all these record in the other liable for these summary records.  The choices are to use Rxcel and have a template and mort that new template for each new User who is creating documents, or else it's also possible to make a QuickBase button to push to make that happen.  Contact me via the information in my profile if you want my services to create that button.