Is there a way to save daily summary report numbers into a table to create a daily history of a report total? I want to see things like pipeline size over time.

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I have sales pipeline data and I want to save the totals for different slices of this report to a table so I can see a day by day history of the data to establish trends.
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Jim

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Posted 3 years ago

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Using the "More... " button on a Summary report you can copy the data to another table.    I would create that table first by exporting to excel and then importing to a new table in order to ensure that the field names will match up perfectly. Then in subsequent days use the option to copy to another table.

I also suggest including a summary field of Today() so that when you import to your history field it knows which day it was for.  Or maybe the native [Date Created] is good enough, I guess.
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Arshad Khwaja

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Mark

I need a similar arrangement but I don't see the option in the More button as you indicated. All I can see is import/export as being relevant. 
You will see the option if the sumamry report does not use cross tabs, i.e. If you are not using columns across the page as part of your summary..

If you change the report to not have cross tables, then you will have that option.
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Matthew Neil

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You could skip all that of copying things from one table to another, by using a date field in your pipeline to categorize / sort the resulting data.  

It seems like a lot of extra steps if you just want it "so I can see a day by day history of the data to establish trends."  It give you a lot more future options to keep the data together.
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Arshad Khwaja

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Thanks Mark. I see the option now. Thanks Matt, you are right but there is a lot of weekly data that needs to be summarised in monthly patterns and I do need to create charts.
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Matthew Neil

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Have you ever used a "months" table and made the relationship a formula, so you can automatically summarize and graph things.  Just trying to find a more economical way, but if you absolutely need to copy the data, do what you need to.
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Arshad Khwaja

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Thanks Matt.  Yes I understand the concept. But issue is that we are loading  10,000 lines a week. Even if I identify it by date, we will end up a lot of data. Hence the reason to run a summary report of 30 lines and save it in another table which can then produce a tracking chart.