Creating summary reports

[Scott3]

I would like to create a summary report from data in multiple tables. All of the tables have a connection to a job # table that is the center piece of our application. The source tables have thousands of records of which we only need a couple pieces of data. For example 1 source table has 5k records that I need a cost code, invoice total, and the job #, the other source table has 20k records that I need a cost code, time worked, and the job #. My preliminary plan is to use Make to look for the data I need and then write it out to the summary report table. A couple of challenges I see:

1. Make doesn’t seem to be able to carry over the connection to the new table. I can bring the data over to a text field, but the “key” is lost.
2. I will need to create this summary on a weekly basis. I’ll probably do this by deleting all of the records in the summary table and then creating new ones, a refresh if you will. Does anyone see an issue with this?
3. I tried using “Tasks” in Knack to do this, but the challenge is it only can create connected records from the source table so I can’t move the data from multiple tables into a single table, or am I missing something?

Please let me know if additional details would be helpful.

Scott

[Erik]

I’ve had similar need, but use case was a Dashboard.
I needed to sum hours and $ by a grouping (say a cost code or Proj #) for two distinct Knack Tables (objects). I created Pivot Table Reports of each object, but combining them was a real stumbling block. I had to resort to some custom Java Script to scrape those Pivot Tables and and create a combined Table of that data.

Not necessarily helpful for what you are doing, but I wanted you to know someone else feels you pain.

Combined Table (Custom JS)

Source Tables (Knack Pivot Table Reports)