Forum Discussion

Qrew Captain

4 months ago

Show unique parent records for current user

Looking for a way to show a summary type list of items. In my application I have a Projects table and a Time Entries table. Projects can have many Time Entries. I also have a Team Members table. A T...

reports

EmberKrumwied
4 months ago
Apologies for not being clearer or holding a greater understanding of the application. I was stuck in the mindset that I needed to create a Summary field (via table-to-table relationships). I had previously attempted an actual Summary Report, but the results I was getting only showed a total number, not the names. I believe I have created a Summary Report that gives me the essence of what I am seeking. It is built summarizing (by distinct count) the Related Project field. It is then grouped by my Project Name field then by Related Team Member. I should now be able to filter this report so that the results will be based on the current user. I do wish I could not show the distinct count column, but that is a small issue.

EmberKrumwied

Qrew Captain

That is the route I attempted to go down, but the summary "options" I found just give me a count of the unique Project Names, I'm looking for an actual list that would hopefully link to the Project record. This app will continue to grow and I'd like to provide an easy way for users to see which projects they have worked on. The only way to know this is to look at the Time Entries they logged. I guess I could always add another field on the Project record where we could indicate users working on it, but that would require someone to maintain that field.

MarkShnier__You

Qrew Legend

4 months ago

I don't understand the problem. Just make a summary report Grouped by Team member and Project name. I suggest you sum something useful like the number of hours.

EmberKrumwied
Qrew Captain
4 months ago
I guess the problem is that I then see all of the time entries for each team member and project. I already have a report that does something similar but instead of having hundreds of rows of results I'd like to see just the 5 or 6 project names in a list.
- MarkShnier__You
  Qrew Legend
  4 months ago
  Maybe you are not using a Summary report type. Is your report type a summary report or a regular table report. Can you post a picture of the result? Or start over and select "Summary" as the report type?