Is it possible to make a report such that the $ value fields are stacked on top of each other which I could embed within the records of my Projects table?

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Each project has the following fields:  [Revenue], [Expenses], [Labor Cost], [COGS], and [Gross Profit].   

When I click into a project record, I would like to see something like the following:

Revenue          $100,000

Expenses         $5,000
Labor Cost       $30,000
COGS              $35,000

Gross Profit      $65,000

I know I could just put the fields directly into the form, but is it possible to make a report like this?  
Thanks
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Robin CC

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Posted 3 years ago

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Ryan

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Hi Robin,

I don't think you'll get what you're looking for out of an embedded report using QuickBase built-in functionality.  I understand your reluctance to moving your fields around.  If it were me, I'd create a Formula - Text field and check the box to "Allow some HTML tags" then build the desired output in that single field.  If you're handy with HTML you could even build a table that looks very much like an embedded report.

The formula in the field might look something like this:

"Revenue          " & [Revenue] & "<br><br>" &
"Expenses         " & [Expenses] & "<br>" &
"Labor Cost       " & [Labor Cost] & "<br>" &
"COGS              " & [COGS] & "<br><br>" &
"Gross Profit      " & [Gross Profit]

If the columns don't line up, use an HTML table. 


If the number formatting isn't correct for those fields, use the QuickBase function ToFormattedText.
Ex: "Revenue         $" & ToFormattedText( [Revenue],"comma_dot" ) & "<br><br>"

I hope this helps.  Let me know if you need help with the HTML table code.