Which report format do I use?

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This is a report for a daily work journal. I update my Excel workbook throughout the day because it is handy and responsive. Each morning, I update QuickBase with my daily entries but I must use my Excel workbook for some reporting. I need a QuickBase report with:

Columns - Tasks in columns

Rows - daily totals in rows, with subtotals by week and month, with a grand total at the end.

Which report format do I use?



I attached a screenshot of the Excel version that I use. I understand the differences in the report formatting between Excel and QB, but this should better explain my requirements.



Thanks...Mark Schreiber

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Mark

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Posted 5 years ago

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Try this

Summary Report

The summarize what - will be the hours field.

The rows will be grouped by date and summarized "by week".

Then add a row to again summarize the Date "by day"


For your columns, I assume that they are different categories of what time was spend on, so that category for how the time was used would be the cross tab.

Note that at present, Summary Reports do not do those subtotals that you have in Excel by week - so you may need to have one which summarizes by day and another by just by week in order to get your weekly totals.