Forum Discussion

Qrew Captain

5 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
5 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

I started playing around with adding a Combine Text Summary field on the Project record which shows me the name of each Team Member that logged time to it. I can also create this field in the Team Member table, but then the trick will be to then, hopefully/somehow, to pull that field result apart so that each of the unique results can be turned into hyperlinks (back to either the Project record or the Team Member record).

MarkShnier__You

Qrew Legend

5 months ago

Sorry, I really feel you are over complicating this. Just make a summary report by Team Member by Project off the time entries table and you're done, right? What's the problem?

EmberKrumwied
Qrew Captain
5 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.