Creating a Filtered and Grouped View within a Table Grid View is easy enough - however I’m now stuck with having this fairly simple/straight forward billing summary data stuck in my view - and I have no idea how I can easily/automatically get this summary view of data stamped into a monthly invoice at the end of each month.
The below image shows two fairly simple fields, a customer name lookup and a summary of time spent with them per month, in this case just the past months work.
But I’ve been unsuccessful in figuring out how to get this summary data out of Airtable and into the hands of those who pay the bills.
This wasn’t a big issue when starting out initially, with my time split between only one or two customers. I used Page Designer for capturing the info initially. But the more customers I add to the list per month, the more of a headache this becomes with the many limitations of Page Designer all starting to hit me…
As an alternative data source, I thought that perhaps I can simply use the Customer Index table itself - but then the lookup of hours against customers shows all of their hours since the dawn of time, not just limited to the past months.
PS: As a side note, I’m looking into Documint (SaaS) to solve this problem, as I think their free plan might be OK for handling this, more or less replacing Page Designer. Would this possibly be the right direction?
EDIT: Ok, it seems that if worst comes to worst - I can print the Summary View to PDF - but it looks godawful… at least the data is there and I can send it.
The above summary view absolutely needs to exist within the Page Designer and also the Send Email Automation.