Novice user, Build Reports

CooperMike

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!

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