Report Updates

arw88

I have a report that I would like to pull information from two sheets.

Sheet 1 - has a participant ID number, a start/end date for eligibility, and name of a survey they are eligible for (among other information not being pulled into the report)

Sheet 2 - has the same participant ID, same start/end date, and also a date that the survey was sent and completed

I cannot get my report to update with the sent/complete dates on Sheet 2. I have refreshed, exited the system, etc. If I make a whole new report, it will pull the information in. It just does not update the original. These are all hand entered dates, so should not be any calculations interfering at the moment.

This is just sample info as I try to figure out a system that will work.

Am I missing some principle of reports here? Expecting too much? Any suggestions welcome. Thank you!

kowal

hi @arw88,

the reports do not work this way that you have Person ID in both sheets but if you take Person ID from sheet 1 it will show you the data like submission sent from sheet2. Those two columns despite they are the same (Person ID) they do not talk to each other.

What you should do if you want to use Person ID from Sheet 1 is to use Index/Match and add the Sumbission Sent date also to Sheet 1 only then it will update automatically in the report.

You can find good guides how to use the Index/Match formula on Youtube etc.

hope this helps.