report help
We have been using quickbooks for quite a while and it was brought to my attention yesterday that one of the reports that is constantly used is not functioning properly anymore and I am not sure what happened? In this report (attached) there are columns for; Job/item#/Description/unit price/Bid quantity/unit of measure/bid amount (tot) /quantity installed (tot)/ and revenue(tot) What is use to do was; take the unit price multiped by the bid quantity and that would give the Bid Amount (tot). Then the quantity installed would multiply by the unit price to give the revenue total (which still works for all of them). Now it adds the Unit Price for every daily log that our crewman enters that uses that item number. ie: the first highlighted on the report the 691,439.95 was multipied 3 times because there was 3 daily logs entered which is throwing off the whole total off the bid amount. The bid amount should be 691,439.95 but it has it as 2,074,319.85 the other highlighted are doing the same because they have more than one daily log entered. But the rest on the report are fine and working because there is only 1 daily log entered using those item numbers. I'm hoping that someone can help me figure out what happened here and how I can change it so the Bid amount once again is a total of the unit price and
Bar Chart based on Multi-Select Text field, but without unique combinations
Is there a good way to show the # of records where each option from a multi-select text field is selected WITHOUT showing every single unique combinations. For example, if Option A is selected on one record, Option A AND Option B would NOT be a separate bar on the bar chart, it would just show the actual choices in the field.
Unduplicated people summary report
I built this summary report and need help filtering out duplicated clients. This report is built on the "Case Clients" table that is the many-to-many table connecting "People" to "Cases". I need this report to only show unduplicated people within each column. I have not used Help!
How to create Shared Reports in the LIVE version?
I have a quickbase app that I created for my users. I use the sandbox feature for version control etc. My users are asking for complex reports to be created that they can use. But I am unable to create them in the Live version of the app. I can create personal reports but not shared reports. It used to be that you can always (in fact quickbase used to recommend) shared reports in the live version. But not anymore. How do I do this?Running totals for charts
Hi all Want to share my solution on how to create running totals for charts. QB does not support running totals for charts, only summary reports. QB Junkie has a really good solution to create running totals using the query formula but as stated in her video it only works with small data sets and it is really memory intensive. QB has posted a solution to use the report API function to build a new running totals table from a summary report but I found this to be even slower and it does not give the user live updates. I use own table relationships that allows me to chart large datasets quickly and live. Below is an example of this application but I use this for many other data sets that do not use dates so do not get stuck on the dates table step. Create a dates table. I made the key a text field so that i can create the reference field. Record ID is also an option but a bit harder. My key was "<date>-<project no>" Create an own table relationship I use pipeline's Make Request action to create and maintain this table with its key and related field value. This is a Jinja code on Exchange I borrowed so let me know if this is of interest to anyone. It super-fast but again not a requirement. Summarise the values I want into the dates table Create a blank formula field and this will be my running total Summarise the blank formula field i created in step 6 above. I use the own table relationship for this. Go back to the blank formula field in step 6 and write a formula that adds the summarised value in step 5 to the summarised value in step 7. BUT I found this needs to be via an if statement and can't be a simple addition as it fails randomly. Maybe a bug in QB but I found my way around this and its now super reliable. My if looks like this If( Nz([Field in step 5]) + Nz([Field in step 7]) <> 0, Nz([Field in step 5]) + Nz([Field in step 7]), Nz([Field in step 5]) <> 0, Nz([Field in step 5]), Nz([Field in step 7]) <> 0, Nz([Field in step 7])) Thats it. Fast reliable running totals to draw charts! See screenshot belowMaking a checkbox field editable in a report?
Hi! I was wondering if someone could help with a possible formula question? I have in an app an employee master list. In that list the previous designer has a checkbox field called "Active" - If the employee is active it is check if not unchecked etc. My question is the default report that lists all of the employees shows a column that is the active field but I have to go into each individual employee record to uncheck active. Is there a way to be able to go down the list and uncheck all who are inactive right from that report? Thank you in advance!
Secure link to a report
Secure links to reports are mentioned in the Quickbase documentation and multiple places on the Quickbase website, but I can't find a single example. I understand how secure links can be made for forms and records and know there are examples of this in the Exchange. But there is no example of how to create secure links to reports. I figure one way to do it is create a key generator field, then an ask the user report, and filter to records where the result equals the key value. But just wondering if anyone has any other, better ideas?
