Tracking monthly reports received


Hi, I wonder if anyone can help me. I have a sheet where I track whether clients have submitted their monthly report each month. At the moment, I clear all the results at the end of each month and start tracking again at the beginning of the month. I also want to keep a historic record of whether they have submitted reports month and month. At the moment I just go in to a separate sheet to put a check in a monthly column to say that the report was received but I'm wondering if there's a clever way of automating that. Can anyone help? I've added a snapshot of the monthly report tracker I have created - in addition to these columns, there's also a lot of information on the client and their project that I also keep track of.

Thanks, Sarah


  • James Keuning
    James Keuning ✭✭✭✭✭
    edited 07/22/21

    New checkbox column:

    =AND([Monthly Reports Required]@row = "Yes", [Monthly Report Status]@row = "Received", MONTH(Date@row) = MONTH(TODAY()))

    That will give you a checkbox in every record where a report is received this month.