Creating weekly summary report?

Hey all, wanting to brain pick before I head down the rabbit hole. First and foremost, I’m on the Free plan so I know there are limitations.

Quick overview of data structure: Multiple cats in cat table, each which has data entered into a medical table and a development table.

What I was hoping to do is create a report that lists each cat (of a certain status would be good but not urgent) with each addition of data to both medical and development table for that week. For example, a very basic one could be:

Now I figure this isn’t going to be possible in Free Glide as I can’t loop. But then I wondered what if I created a helper table maybe, that just grabbed and appended every entry made for the week. It then lists that grab in cat and then date order and use that for the report. And generation of the report would be a manual request by one set user (admin) and when report generates, it clears out the helper table ready for the next week. It might not be pretty but could that theoretically work under Glide Free? Or is there a better way to do this? Or is it just not going to work so don’t go down that rabbit hole?

Right — the free plan will prevent you from creating scheduled workflows. It would need to be a button press.

Furthermore, the free plan will prevent you from creating manually triggered workflows, so you’ll need to create a helper table (or at least a query) of all records for every cat within the current week that can be available at the time of the action trigger.

Additionally, the free plan prevents you from sending emails or using most integrations (including Make) so there won’t be a great way to generate a report using external tools.

You can, however, attempt to create an in-app report for viewing using the current week queries.

Thanks Robert. Yeah, I thought helper table might be the way but will have a look at queries but not sure if that will work since it is multiple tables. Might have a play anyway because, if anything, it is a learning experience.

FYI, you can email from the free glide plan but has to be triggered by a button. There is no automation in free plan. But can email and can even print report using a third party add on and experimental code.

If I end up with something not too cumbersome, I will share it.

True…experimental code column could work.

Creating a HTML table in Glide is quite trivial.

  • Use a Template column to create table rows
  • Gather the rows using a Joined List via a Query or Relation
  • Use a second Template column to construct the table

That part is easy. How do you want it presented to the user?
If it’s just for display on the screen, use a Rich Text component.
If it needs to be delivered (eg. via email), then you can insert the generated HTML table in an email and most clients should render it correctly.

Of course, you won’t be able to do scheduled delivery with a free plan, so that part would have to be a button press.

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Hey Darren

This wouldn’t work in free plan would it because it can’t loop? Eg it would have to go through each cat and get the data entered for that week. I didn’t think free glide could do that?

Maybe I can query or similar each of the two tables for anything entered in last week and the. Sort in cat name then date. Hmmm. Maybe.

HTML is pretty easy. Presentation I’m not too worried about. Just want to know I can get the data first.

Thanks

Bobbie

Why do you need to loop?

You have a table of cats. Consolidate and aggregate the data for each cat in that table. Then aggregate the aggregated data.

Hi Darren… I have a table of cats, a table of medical data and a table of developmental data. I thought it would have to loop through each cat, grabbing that cats medical data for the week and developmental data for the week? Or am I getting confused with this?

Read @Darren_Murphy’s original reply again. He is not suggesting any form of loop. Just template columns, relations or querys, and a joined list column. None of that involves a loop, but will retrieve all the data you need. You would build the html in the medical and developmental tables. Use relation/query and joined list to bring that html into the cat table. Use a regular column to build out any additional html. Then in another table use a relation/query and joined list to bring in the html from all the cats, and finalize it with any additional html.

The only gotcha might be getting all of the dates for medical and developmental records to interweave for each cat. Maybe you can go down some route with using lookups to get arrays, joining then with a make array, and sorting it. But at that point it gets pretty complex, so I’d probably instead merge every into one JSON object and just use javascript to build the html from that JSON.

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Ok. Let me have a read again and see what I can come up with. :grinning_cat:. It’s all part of the learning process. :joy_cat::joy_cat:

Thanks everyone for help and advice :heart:

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