5 Replies Latest reply on Jun 22, 2010 1:45 AM by comment_1

    Summarising a weeks records

    bmjboy

      Title

      Summarising a weeks records

      Post

      Hi All - for some reason, this pretty simple task is baffling me.

       

      Can you help?

       

      I have an incredibly simple set of records for telephone enquiries which come into the company consisting of:

       

      Call Date

      Caller Name

      Caller Tel Number

      Enquiry Notes

       

      Once a week, I would like to see a report or page showing the enquiries for that week in a summary or list, or even just a number!

       

      Eg, I can show my boss that we had X amount of calls last week.

       

      Can someone please advise on how to go about this?

       

      ive managed a calls summary/report by day - which works, but I guess need a calculation field to add those up for a 7 day week somehow.

       

      Thanks in advance

       

       

        • 1. Re: Summarising a weeks records
          comment_1

           


          bmjboy wrote:

          Once a week, I would like to see a report or page showing the enquiries for that week


          If it's only one week, you can simply find the records that fall in that week.

           


          • 2. Re: Summarising a weeks records
            bmjboy

            Is there a way of keeping a "live tally" of the weeks records using some kind of count calculation?

             

            Ive generated a very simple dashboard which takes the user into Sales or Enquiries.

             

            I wouldnt mind having the weeks enquiries count on the dashboard or within the enquiries section.

             

            It would be a simple record count for Total Records from a Saturday to current day, then resetting every Saturday.

             

             

            • 3. Re: Summarising a weeks records
              comment_1

              Do you mean "weeks" in plural? If so, how many?

               

              Also, which version are you using?

              • 4. Re: Summarising a weeks records
                bmjboy

                No, sorry, a Week's singular.

                 

                FMP11 on WinXP

                 

                To summarise : We take phonecall enquiries, which need logging. And a report needs to be made, along with a "running total" of the current working weeks calls into the company.

                 

                Our working week starts on a Saturday at 00:00 and ends on a Friday evening at 23:59.

                 

                I already have reports setup for type of call etc, but I need to summarise it and count it by this weekly timeframe.

                 

                So for instance today is Tuesday, we have taken 300 calls since Saturday. I would like to see that figure somewhere on  the dashboard or a report. I then need that number to reset to zero on Saturday.

                 

                Im sure this is quite simple, but Im struggling to get my head around it.:smileywink:

                 

                any help most welcome.

                • 5. Re: Summarising a weeks records
                  comment_1

                  Well, as I said, for a report you just need to find the records of the current week and place a summary field in the grand summary part.


                  For the dashboard, add a calculation field to the Calls table (result is Date) =

                  CallDate - Mod ( CallDate + 1 ; 7 )

                  Add an unstored calculation field to the dashboard table (result is Date) =

                  Get (CurrentDate) - Mod ( Get (CurrentDate) + 1 ; 7 )

                  and define a relationship matching the two calculation fields.