I have a sales team that inserts every sale into a DB on to Air Table
I would like 2 do an automation that sends me a daily report with
1 - Sales on current month (how much)
2 - Sales on current month (how many)
3 - Sales on current week (how much)
4 - Sales on current week (how many)
Maybe make it in 4 different emails and get those numers in the subjet like "Daily Report - Monthly Sales = R$ 1000 / 10 sales" and "Daily Report - Weekly Sales = R$ 500/ 5 sales"
Is there a way?
The field names are
"Pagamento 1" for date
"Valor Total Projeto" for amount of money of each sale
Thanks in advance =D
Im sticked in getting the values.
Initially I need to create the query for the time frame.
This week (not last 7 days)
This month (not last 30 days)
Then, from those 2 time frames I need the sum of the values (not quantity) in the "valor projeto total" field
Once I can get those values, (money weekly and money monthly) I assume the rest is intuitive.
Thanks for the reply!
Ah, so you don't want the records that were created in those time frames sent to you as a report. What you want is a specific field from those records added together and then sent to you, is that right?
If so, the guide I linked above won't help, sorry. To do what you're looking for, I think you'll need to create a new table called "Summary" or something and link all of your sales records to a single record created in that new table
In that new table, you would then create a conditional rollup field with the formula `SUM(values)` that would sum up your sales for whatever time period you want, and you would have one field per time period