Detailed Project Summary Report

  • 0
  • 1
  • Question
  • Updated 1 year ago
  • Answered
Hello,
I'm in the process of creating a project management workflow for my organization on Quickbase.
Each project is made up of several elements and each element will have an "action" component and an "information" component that the form user would enter.


I want to explore the possiblity of two functionalities on Quickbase:
1) Creating a project summary report that takes the data in "form" view for several projects and stitches them one after the other.
2) The ability to input two records on the same form simultaneously. The idea is to split the "actions" and "information" components into two records so as to be able to view them as separate rows in a table summary. However, the form needs to give the project manager a view of both.

Any ideas how I can make this happen? thanks a lot.
Photo of Muaz Taji

Muaz Taji

  • 80 Points 75 badge 2x thumb

Posted 1 year ago

  • 0
  • 1
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 51,436 Points 50k badge 2x thumb
Viewing on a form and editing embedded reports of children (actions & Information) is not a problem, because those embedded child reports can be set to be editable.

The challenge is the report.

If the Actions and Information are not related to each other, but only have a common parent, then the problem is that a report can only list from one table at a time,

However their logically is a relationship where one action has many information so either vice versa then there's a solution to the single report for viewing.
Photo of Muaz Taji

Muaz Taji

  • 80 Points 75 badge 2x thumb
Ok so if I understand you correctly, the way to go about this is the following:
- Have two separate tables, one with "action" and another with "information".
- Make the action a child of the information.
- Embed the action into the information form for editing.

Feel free to correct me on the steps above.

The question now is how to turn the data into a single extractable report for all the projects, containing the action & information. Some of these will have phrases of 10-15 words so the table view would make it look clumsy. What I want is that the report generates the same view as the input forms but stitched together for all projects. If you have a better suggestion I would love to hear it. thanks a lot.
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 51,436 Points 50k badge 2x thumb
My suggestion is to make a report of actions.

Have it grouped by Project, then by Information, so that those are not repeated as columns. Bring down the Project name to the Information and then to the Action as a lookup. Same with information down to Action.
(Edited)
Photo of Matthew Neil

Matthew Neil

  • 31,438 Points 20k badge 2x thumb
I'd recommend that you keep it all in the "Components" table.  And just have a 'type' of component.  Either "Action" or "Information".  

That way all of your data is stored in one table and you don't have to worry about extra report links and edit-ability (because connecting to the parent only works once the records have been saved).

You will also be able to have an easy report that has all the actions and information grouped by the projects.

(This is my guess based on the limited information that we know about your ask)