I use SmartSuite to track the time I work on various projects for clients. So I have a table Activity that has fields in it like Date, Activity Description, Time Spent, and Rate (looked up from another table), leading to a calculated Charge field. I invoice monthly (usually). An invoice lists all the activity by date and sums the charges. Sometimes an invoice shows only one, or two, or five activity records. More often the invoice includes several pages of activity records. Also important to note that the line item records are sometimes brief (just a few words that fit in a single line), and sometimes an activity record's description is several sentences long and requires multiple lines.
I've been using Google Sheets to create the invoices. I find the activity for the project, copying it (whether it's two records or seventy-two), paste into Sheets, and from there generate a PDF. But I have to do this "manually". My invoices consist of a page one cover sheet (showing my address info, the name and address of the client, plus the total charges on the invoice), followed by second section (pages two through whatever) that shows the line items.
I can't figure out how to make this easier, so I don't have to copy and paste. I can't figure out how to filter records to get all the line items and then copy them from SmartSuite into Google Sheets (or something else). I tried to do it in SmartSuite using the Document Designer, but I can't figure out how to make this work for a variable number of line items – one page, two pages, four pages or more.
Any suggestions? This is kind of a general question. How can I create a printed (PDF) report showing a variable number of line items, of variable length?
William