![]() ![]() Then, we’ll create a document automatically with all the report data. We’re going to create a Report displaying all Tasks for a related Project, the total number of tasks per project, the total hours for all tasks per project, and the total amount billed for all tasks per project. ![]() These two tables are linked together to associate specific tasks with projects. Tasks are individual tasks for a Project that each team member needs to complete. The Projects table tracks the main Project the team is working to complete. In the base, we have a table for Projects, Tasks, Clients, and Reports. You can add our Project Management Airtable template to your workspace to follow along and understand how everything is linked together. Once you have a Linked record field and a few Rollup fields set up, you’ll be able to create your own Reports any time you need! Reporting on Project Management in Airtableįor this example, we’re going to report on Tasks from a Project Management base. Your Report data will be automatically calculated Create a single record in your Reports table and add any records from your Linked table that need to be included on the Reportĥ. Rollup fields allow you to look up data from Linked tables and join, summarize, or count that information.Ĥ. Add Rollup fields with a Rollup field formula to calculate the data from your linked table. If you want to report on all Leads/Deals, then link to the table where your Leads/Deals data is stored.ģ. In the Reports table, add a Linked record field related to the table that contains the data you want to summarize. Create a new table in your base and name it ReportsĢ. We’ll get into the details of how to set up your own report but here are the basics for creating a report in Airtable.ġ. The Basics of How to Create a Report in Airtable Automate Airtable Linking for Report Summaries.Automatically Generate a Report Document.Setting up the Reports Table in Your Airtable Base.Setting up the Tasks Table in your Airtable base.Reporting on Project Management in Airtable.The Basics of How to Create a Report in Airtable. ![]()
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