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Hi. I have a sheet in which we enter transactions and the date they occur. I would like to generate a report that sums the number of transactions over a certain period. This report could then be emailed or accessed via URL, etc. Is this doable? Thanks!

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Andrée Starå

Hi Mike,

Yes but not in the report itself. You would need to sum the transactions on the sheet or on another sheet with Cross-Sheet Formulas. The report can then use that information.

Would that work for you?

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant @ Get Done

CooperMike

Thanks Andree. I think this makes sense. Other than a manual tally, what formulas would you recommend for summing (e.g. in excel, countif with a supplied range.)

Thanks again,

Mike

Andrée Starå

Hi Mike,

I missed your answer. Do you still need help?

Best,

Andrée Starå - Workflow Consultant @ Get Done

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