Hi everyone,
I build an internal tool for a company where they organise their Projects, Invoices, Employees etc.
As the Data is accumulating, we would like to get a better overview,, especially in the sense of knowing how the numbers look on a monthly basis.
However this seems to be trickier than expected. For example Invoices: I want a summary for each month. Sum ingoing, sum outgoing, balance.
Or I have the hours worked by each employee. I'd like a table where I have those numbers for every employeee on a monthly basis.
What would be a good way to collect all sorts of data based on predefined (month, year etc) timeframes?
I dont want to work with a custom view for each month. I tried displaying the dates as "March 2024, April 2024" but i cannot group by that. I thought about creating a "timeframe" table where every record is one month for example, but then I'd have to link every record (from different tables) that falls into that timeframe.
So most complete solutions seems to be the latter but that would need a bunch of automations or scripts and can probably break easily.
Is there any other smart way of going about this that I'm missing?
Any help would be greatly appreciated!
