JakeRasmussen
7 years agoQrew Trainee
Save daily totals from a summary report into another table to track totals over time
Let's say I have a Summary table that totals all the records in a table where [Status]="Open". These are then grouped in various ways so I have subtotals for the various kinds of records that are open. So far, so good.
However, let's say my boss asks me: what were the open totals yesterday? Or the day before? What have the totals been like over time? The Summary table only tells me what they are right now but it doesn't track history, so far as I know. And with the way my data is structured, I don't have a good way of calculating what the open totals would have been because I don't have "opened on"/"closed on" dates to rely on...the only thing that's tracked is the current Status, which is either open or closed.
So far I've just been manually keeping track of these totals in another table, where each row/record is a day and each column/field is some specific subtotal. But it seems like Quick Base should have a way of automatically logging this somehow. How can I do this in an automated way?
Here's the summary report. This is what I'd want to automatically log each day.
This is how I've been manually tracking the daily totals.
However, let's say my boss asks me: what were the open totals yesterday? Or the day before? What have the totals been like over time? The Summary table only tells me what they are right now but it doesn't track history, so far as I know. And with the way my data is structured, I don't have a good way of calculating what the open totals would have been because I don't have "opened on"/"closed on" dates to rely on...the only thing that's tracked is the current Status, which is either open or closed.
So far I've just been manually keeping track of these totals in another table, where each row/record is a day and each column/field is some specific subtotal. But it seems like Quick Base should have a way of automatically logging this somehow. How can I do this in an automated way?
Here's the summary report. This is what I'd want to automatically log each day.
This is how I've been manually tracking the daily totals.