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Novice at FileMaker, need to create a recurring report and need suggestions!

Question asked by StellaBear on Sep 16, 2013
Latest reply on Sep 16, 2013 by philmodjunk

Title

Novice at FileMaker, need to create a recurring report and need suggestions!

Post

     I am contracting at a help center to create reports and analyze data.  The company wants a report and suggested using FileMaker, so I've been going through the FileMaker Training Series on my own the last few days.  I made it first in Excel but since the data will be updated every two weeks, it needs to be as automatic as possible.

     Here's my situation:

     I have a spreadsheet with 20,000 rows of calls from 2013.  I need to categorize the data into 2 week date ranges.  Then I need to count how many cases each rep gets within each of the 2 weeks.  Then I need to create a table with the date ranges across the top (in the columns) to compare how many calls each rep completes every two weeks.

     I would like to refresh this data every two weeks.  New reps can be added anytime.  :(

     How should I proceed?  Calculations, new layouts, scripts?  Is this just too much for a newbie?

     Thanks!

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