How to filter records from two child tables in a parent report

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I have a Tasks table that summarizes cost information from two child tables: Time Entries and Expenses and has a calculated field showing total cost.

I want a report that will let me filter the totals by date, though, and the date information is in the records of each child table.

What are my options for creating reports at the Task level that will give totals by date (preferably a summary report with columns grouped by month), drawing the records from the two child tables?

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Phillip

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I believe that the only way to do this will be to create a series of summary fields on your task record such as

Time CM  (ie Time Current Month)

Time CM-1

Time CM-2

Time CM-3



 and similarly for

Expenses CM

Expenses CM-1 etc



The summary filter for say the field Time CM-2 would be

Date is during the previous 2 months

date is not during the Previous 1 month.

Once you get a summary field built you can copy it and then edit the filters


You may also need some big buckets like YTD so that when you have old Tasks on reports you can still see the values, even if not bucketed by month.