How do I run a report in my table

[Carlo_Cardenas]

I have this table called last contact information where I try to find out which person I last contacted.

I’d like to see a report within the table that lets me filter by when I last had contact with people.

So I can run a report — “show me everyone that I haven’t contacted in the last 90 days” (or any other duration of days) and also see everyone who doesn’t have a date in their for last contact.

[Tamerlan_PRO]

Hi @Carlo_Cardenas! Here’s an example of how this can be implemented in Coda.

Step 1: Create a Filter Controller

1. Right-click on the column containing the dates (Date of contact).
2. Select Filter → Canvas control → Create Control.
   • This will create a filter controller with a variety of useful date ranges. Adjusting these ranges will automatically filter your data.

Step 2: Add a Condition for Blank Dates

To include rows with blank dates in the filter, modify the table filter settings by adding this formula:

If(
  [Date is blank],
  thisRow.[Date of contact].Matches([Select Last Contact Information Date of contact]) OR thisRow.[Date of contact].IsBlank(),
  thisRow.[Date of contact].Matches([Select Last Contact Information Date of contact])
)

Optionally, you can add a toggle control near the date filter to enable or disable this parameter.

Step 3: Enable Sorting

For better organization, enable sorting to display records from the earliest to the latest dates. This will improve the readability of your data.

Step 4: Use Conditional Formatting

To make the data more visually appealing:

1. Create a property that calculates the number of days that have passed since the contact date:

   Today() - thisRow.[Date of contact]
   

2. Apply Color Scale in the Conditional Format settings of the table, using this property. Set a maximum threshold for color identification.

Step 5: Configure the Clients Table

In the clients table, you can add a calculated property, Last Contact, that determines the most recent contact date for each client. Apply similar conditional formatting as in the main table using the Days passed property.

Step 6: Explore the Example Doc

For further reference, I have prepared a sample document that demonstrates these configurations. You can copy it to your workspace to explore the setup in detail.

---

Summary

By implementing these measures, you can:

• Filter data dynamically with date ranges and include blank dates.
• Sort data for better readability.
• Highlight key information with conditional formatting.
• Add calculated fields for deeper insights into client interactions.

I hope this information will be helpful to you! Wishing you success in Coda

[Christiaan_Huizer]

hi @Carlo_Cardenas ,

although I like the creative solution of @Tamerlan_PRO quite a bit (dding a column with day values), there is a shorter route I show below.

the date picker outputs two date values and we apply a filter relating to the first and last value (or min & max which are the same in this context).

thisRow.[date of contact] >= [date range 1].First() and
thisRow.[date of contact] <= [date range 1].Last()

@Tamerlan_PRO made many great comments worthwhile to follow!

cheers, Christiaan

[Piet_Strydom]

What I find fascinating about Coda is the many different ways to get something done. a 3rd way would be to default new dates to say 1/1/1970, rather than leaving them blank.

If you would like customers never contacted, you would then filter for date = 1/1/970. But they will also be included in any search for customers not contacted in greater than x days.

P

[Carlo_Cardenas]

Thank you so much, I’ll give this a try.

[Carlo_Cardenas]

Thank you, Christiaan!

[Christiaan_Huizer]

@Carlo_Cardenas,

in this blog post you find the solution explained in greater detail:

Date pickers and table views in Coda

enjoy, cheers, christiaan

[Tamerlan_PRO]

@Christiaan_Huizer

@Carlo_Cardenas,

in this blog post you find the solution explained in greater detail:

Date pickers and table views in Coda | by Christiaan Huizer | Jan, 2025 | Medium

enjoy, cheers, christiaan

@Carlo_Cardenas I highly recommend reading Christiaan’s blog! It’s a real treasure trove of valuable knowledge about Coda! And I recommend it to everyone who happens to see this message.