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Mar 23, 2023 01:42 PM
Hi,
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
Juan
Mar 24, 2023 02:11 AM
Yeap, try creating an automation that:
1. Triggers daily
2. Finds the records that were created this month
3. Sends that as an email
4. Finds the records that were created this week
5. Sends that as an email
etc
Here's a guide on how to do that
Mar 24, 2023 06:05 AM
How do i do the "2" point where I can get the final value?
I tried and dind't get anywhere
Mar 25, 2023 01:54 AM
Which step in the guide did you get stuck on?
Mar 25, 2023 05:27 AM
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!
Mar 26, 2023 02:50 AM
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