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Generate a Report of a record in Numbers

Hey guys,

I am trying something new for my CRM. Because I want a smooth and accessible function to add records to my CRM I am attempting to build a basic on in Numbers. This way I can use forms and shortcuts to add to it directly from my phone without hassle. In doing this, I would like to see about a report view of a selected record to view all the details input in my database. Is there a way to do this? Thanks in advance!

Posted on Oct 5, 2024 1:17 PM

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1 reply

Oct 6, 2024 4:29 AM in response to Jacobaw1996

It sounds as if you need the forms feature.


Enter data using forms in Numbers on iPhone - Apple Support


But you already mention forms and shortcuts. Are you having trouble getting them to do what you want them to do?


BTW, I would caution against relying too much on Numbers as a substitute for a database app, especially if your business depends on the data.


SG

Generate a Report of a record in Numbers

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