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Ideas on how to structure reporting in base


Jess_Helmstette
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Hello!

I am running into an issue where the field count is almost maxed out on two tables in my base and I need the ability to add more fields. In both of the tables, there are many fields that are used for reporting/stats. I considered moving all of those fields to another table but it’s not quite working out.

I do closing coordination for real estate agents. The two tables in question are the Properties table and Contacts table.

  • The Properties table has records for each contract.
  • The Contacts table has records for each of my agents.
  • Each property record is linked to the agent for that contract in the Contacts table.
  • Reporting in the Properties table is done based on the agent for things like properties under contract, properties closed X amount of days ago, etc.
  • Reporting in the Contacts table is done based on the agent using rollup/formula fields that reference the Properties table for things like average sales price over X periods, commission totals over X periods, etc.

In the new table, I can’t figure out how to do this properly. I have tried a few different ways and keep running into roadblocks. I thought maybe I need a record for each agent that links back to their record in the Contacts table and a record for each property that links back to the Properties table (I figured these could be created with an automation when a new property is created in the Properties table). It just seems clunky thought and error prone. And I can’t get rollups to work properly because I can’t do rollups on lookup fields.

I tried my best to explain and would greatly appreciate any insight. Thank you!

Best answer by DisraeliGears01

Hmm, two thoughts aside from making additional tables in your base…

  1. Could you consolidate some of your reporting/calculation fields using IF or SWITCH formulas? Say you have three formula fields calculating 30 days, 60 day, and 90 day commissions. Instead of three formula fields, have a single select field with options “30”, “60”, and “90” and then one formula field that runs IF “30”, Calculation A, IF “60” Calculation B, etc. This is a small example, but if you’re pushing table field limits there might be some consolidation in this manner.
  2. Have you tried using Interfaces for reporting rather than just data view? You can add more calculations through the Dashboard interface.
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4 replies

TheTimeSavingCo
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If you could DM me a link to a duplicated copy of your base with some example data in it I’d be happy to take a look!  Without seeing the table structures or what data you’re trying to replicate into the other table it’s difficult to help I’m afraid


Mike_AutomaticN
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Hey ​@Jess_Helmstette!

Would you mind providing some screenshots of your Tables and Fields?

Would love to take a look at it. Otherwise, just feel free to schedule a call using this link, and I’d be happy to go through it together :D 

Mike, Consultant @ Automatic Nation 


DisraeliGears01
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Hmm, two thoughts aside from making additional tables in your base…

  1. Could you consolidate some of your reporting/calculation fields using IF or SWITCH formulas? Say you have three formula fields calculating 30 days, 60 day, and 90 day commissions. Instead of three formula fields, have a single select field with options “30”, “60”, and “90” and then one formula field that runs IF “30”, Calculation A, IF “60” Calculation B, etc. This is a small example, but if you’re pushing table field limits there might be some consolidation in this manner.
  2. Have you tried using Interfaces for reporting rather than just data view? You can add more calculations through the Dashboard interface.

Jess_Helmstette
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  • April 15, 2025
DisraeliGears01 wrote:

Hmm, two thoughts aside from making additional tables in your base…

  1. Could you consolidate some of your reporting/calculation fields using IF or SWITCH formulas? Say you have three formula fields calculating 30 days, 60 day, and 90 day commissions. Instead of three formula fields, have a single select field with options “30”, “60”, and “90” and then one formula field that runs IF “30”, Calculation A, IF “60” Calculation B, etc. This is a small example, but if you’re pushing table field limits there might be some consolidation in this manner.
  2. Have you tried using Interfaces for reporting rather than just data view? You can add more calculations through the Dashboard interface.

I think this is the way to go! It looks like I could get rid of pretty much all of the rollup fields and do the filtering/calculations in a dashboard. Thank you!


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