Behaviour of report filters applied in combination
It was my understanding that when a value is selected in a filter on a report, other filters would adjust to only include values from the resulting set of records - i.e. you could only select from values that occur in the record set you are viewing. For example, in a table where request types are grouped into categories, picking a single request category in a filter would mean you would only see request types relating to that category in the filter for that column. That's not how filtering is working, so ... has it always been this way, or has something changed?Ask The User Exact Search
Hi, I have a report that asks the user to input a value and returns the result. I am searching for Asset records assigned to a user, or client. Because these clients are formatted with "HFT" and leading zeros for a number less than 3, the clients look something like these examples: "HFT055", "HFT006", and "HFT545". I made a formula field that removes the "HFT" and appends leading zeros, and have the report set to "Store Search" (my formula field) contains "Ask the User". My goal here is to allow the user to only input the number, not HFT or leading zeros. Formula: "HFT" & PadLeft(ToText([Related Client]), 3, "0") This current setup works in a sense but also pulls up other records due to the contains criteria. When I change the filter to "Is Equal To" nothing shows up. Can this work so the user inputs just a number, such as 55, and it would pull up an exact match of all assets assigned to user HFT055?
Funnel Report that isn't mutually exclusive
I feel like there must be a way to do this that I just can't think of. I have a funnel report that's based on a formula field with an if statement, which itself is based on evaluating whether a variety of different formula checkboxes are checked or not. I have 6 different categories that people could fall into. Each category gets more specific/narrow, but overall they're evaluating basically the same thing (proximity to a particular address). So I want a way to not deduplicate across categories. For instance, Person A meets criteria 1 (lives within 1 mile), 2 (lives within 2 miles, etc.), 3, 4, 5, 6, they currently show up in that slice of the funnel based on which clause of the if statement evaluates to true. But because of how if statements work, this person won't show up in the slice of the funnel for people who meet criteria 1, 2, 3, 4, 5, and so on, which sort of defeats the purpose of a funnel report, as I want to see how the number of people in each category dwindles as it gets more specific. If someone lives within 1 mile of this address, they will automatically also live within 2 miles, 3 miles, 4 miles, etc. So if I have 100 people that meet criteria 1-6, perhaps a subset of that 100 (80 people) would meet criteria 1-5 only, but I still want the people who meet all of 1-6 to also show up in the 1-5 slice. I almost need an if statement that continues to evaluate the rest of the conditions even after it meets one that's true. Any ideas would be greatly appreciated. If its not possible to display in a funnel report, is there a way I could get this to work in some other way, whether that's a chart of table report?
Report help
I have been doing a manual report for years on excel and I am hoping I can now have it done on QB These are the fields I have Tour count - has a 1 or 0 in it and it counts the times a client comes to our business. Sale count - has a 1 or 0 in it and counts how many times the client purchases from us. Price then I created two formula fields in report Efficiency which takes the price and divides it by the tour count Closing which takes the Sale Count and divides it by tour count. Location which is where this all takes place. Based on date as well. on excel it would look like this Location #Tour # of Sales Price Efficiency Closing % NC Mem Update 149 60 $777,443.06 $5,217.74 40.27% IM Members 1 1 $6,896.55 $6,896.55 100.00% Members subtotal 150 61 $784,339.61 $5,228.93 40.67% Totals 150 61 $784,339.61 $5,228.93 40.67% Then at the end it totals as you can see the closing is 40.67% not 140.67% Usually I need to run two reports to get all the numbers. All fields are in the one form now. Do I need to make summary fields first for the tour count and sale count so it combines based on the location field? thanks for any input
Create Report of Weekly Timecard Completion
Hello, I have a timecard app and I would like to create a report that displays a yes or no if a timecard was completed for each week day. The report would show all employees. Is this possible? Or can something similar be achieved? Additionally I would also like to show a month total completion number such as 23/30 days completed. Employee Mon Tues Wed Thurs Fri Month Total Name yes no yes no yes 25/30 Name yes yes yes yes yes 30/30 Name yes no yes yes yes 15/30
