Produce a report based on a transaction date range set in my configuration

AppSheet AppSheet Q&A
, , ,
1

I have table where I saved all my cash in and out including my salary amount. I want to view a report that shows all my cash flow starting from the date of my Salary until before the next salary. My salary usually starts every 18th and sometimes before that especially if 18th falls on a weekend. What strategy to do you think is good for this requirement?

This is how I want to group my report. Like:

June Salary 
-- (shows all cash flows ie. Trans Date, Amount
--
July Salary
-- (shows all cash flows)
-- so on and so forth

Some fields are: TransDate, Amount, CategoryID (which link to another table),

Any help is much appreciated!

1 Like
2

Add another column called Month and put logic to get the month based on your salary and Transact Date. Then create a view and show the data in a table view and you will have an option group by in Table View. So select Month column in Group by and the records will be presented based on month.

You can follow the same for year also and set Month and Year columns in Group By section

1 Like