Report help, take 2
Figured out my first one (well, kind of). I'm building a summary report summarizing several check-box fields. Two questions: Is there a better way to do this where I want summaries of a LOT of check-box fields? It looks like the cap of line items to summarize is 24 Do I have to "Group by Rows"? I basically just want a total summary, but don't want to group it. Speaking in Excel terms, what this might look like in an ideal world is: Rows that are limitless, identifying each field to summarize Columns are only two -- 1) The title of the field being summarized, and 2) distinct count Here is what I'm looking at, and I ended up just creating a summary field generally to just have one summary row.... but really, I just want the bottom line.Report help
Hello! I'm diving into someone else's app, trying to wrap my head around their reporting needs. The previous admin created several "checkbox" fields that are in reality, types of answers to a master field. I need to tally each checkbox and ideally, I'd love to get this all on one report. I theorize the reason they did individual checkboxes vs. one multi-select field is because, in my own experience with multi-select, a report of such won't cleanly count how many times each item was selected, but will report out instances of the specific combination of what was selected. In my example, I'm tallying types of support received, where there are 10 sub-types as check-boxes, so ideally this report shows the exact count of each type of service counted. Please and thank you!
YTD Reporting-Best Practices
Hello! I am working on a monthly and yearly sales report and I have run into a hiccup. Scenario: I have a record that is a booking ("sale") that is made in Jan 2025 and then in Mar 2025 the booking is cancelled. The way I have it now is that when the booking is made, the status field changes from quote to booking and then when cancelled, the same field changes to cancelled. In my YTD report, this is causing the booking made in Jan 2025 to not show up due to the cancel in Mar 2025. I understand it is a wash, but I still need the booking to show up in Jan 2025 and then the cancel show in Mar 2025. So, this is what I am thinking for a solution: Create a date field unrelated to the status field that will populate when a cancel occurs and have the report pull of the booking date/status and also from the cancel date report and that should then show both transactions OR create a separate table that will hold the numbers at month end for each month and pull the YTD report from that table? I would just like any input/advice from someone more knowledgeable than myself. I am hoping I am thinking about this in the right way. Thank you, Kim
Creating a pie chart in a grandparent table
I’m in PR and we use QB for managing our media requests. If a reporter reaches out with an inquiry we log it in a media requests table. Media requests has a parent table of reporters (reporters can have multiple requests). Each reporter has a media outlet (think CNN or ABC News) parent (a media outlet can have many reporters. One of the things we track is the coverage of the media requests generates and score it with a multiple choice field on the media request entry (positive, negative, or neutral). So I have a pie chart that show the breakdown of the coverage with those options. I can pull that report into the reporter table on place it on the reporter form and it filters it down showing the score for that reporter across all their requests. What I want to do is pull that data into media outlets so I can see the score for that media outlet across all their reporters and the reporters requests. I want a similar pie chart on the media outlet form. What’s the best way to go about this?
Up-vote Full-width Formula URL Buttons for Reports
In reports, Formula URL buttons are truncated. You can use a Rich Text button and see the full button by default. I use Rich Text buttons now for reports where it is critical to see the whole button. Please up-vote my feedback on this: https://feedback.quickbase.com/app/#/case/474496?cpid=b2f09471-062b-455b-afda-96efb605ab38§ion=requestsHow to Save and Refresh a Report Link Table in a Form?
Hi All, I have multiple report link tables in a form (using the older form layout). The way my form works, is the user will fill in each cell in the report link table to update the records for child tables to the current form. I have some formula fields in the same page that is meant to update when filling in the report tables. However, this becomes very tedious because currently the user will have to fill in the report tables then click "save & close", then return back to the previous page to save the inputed data, and update the formula calculations. Is there a way to include a save & refresh button that will save the data inputted in the reports, and keep the user in the same page? The way it is now, if I use a custom save & refresh button it saves data inputted in the form fields, but not the data inputted in the reports. Any help is much appreciated!
Report Based on User's Role
Hello, What is the best method to create a report based on a user's role? I created a table which contains a list of users, their ID, and their role. I tried to establish a table to table relationship with the Projects table and User List table. But, the User List table fields are blank on the Projects table default report. I tried to import the User List data into the Projects table, but this option failed to work for me.
