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cpcbsa

Dashboard report with view

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Hi, I am trying to build a report from a view which has record information/details/units in one table (with all the information) and a transactions table with incoming money.... if I have the main table with the info and i create fields for the totals per unit, I am able to create pretty nice reports that total etc... if I try to create that report with a view (join of the two table) things do not work. Is there a way to have a transaction table with a bunch of transactions that auto updates a total field in the associated record on the information table?

 

I tried also building reports with SQL statements but caspio does not seem to work with the DISTINCT statement in reports properly...

Thanks,

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Hi cpcbsa,

I believe that you can achieve the desired layout of the report with a simple SQL expression which you should place in the calculated field.

You may find some SQL examples in this article:

https://howto.caspio.com/datapages/reports/advanced-reporting/calculations-in-forms-and-reports/

Alternatively, you may try to use Triggered Action to update a field in information table based on information from transaction table.  

https://howto.caspio.com/tables-and-views/triggered-actions/

Hope this helps.

 

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