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IvanWeiss's avatar
IvanWeiss
Qrew Captain
5 years ago

Re: Preparing Quarterly Reports for Executives

Thanks Mark and Adam for the answers!  Going to play with this a bit to see if it can work.

I think I need to fix one other thing I built early on in the app preventing this idea from working right.  But its a pain now for a long term fix so worth the effort.  I also saw a video from Kirk about this type of thing so it looks like filtered dashboards is not such a big deal, phew!

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Ivan Weiss
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7 Replies

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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      5 years ago
      Thx Adam,

      Kirk seemed to skip the step as to how that focus company gets passed up to the Target Company record.  When I implement this technique, I usually do it based off a table of Users so that concurrent users can have their own respective focus and not interfere with each other.

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      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      mark.shnier@gmail.com
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      • AdamKeever1's avatar
        AdamKeever1
        Qrew Commander
        5 years ago
        I know. I am planning to join one of his open office hour sessions and ask about it. Maybe in the next week or two.

        I like the sound of that. How does the table of Users allow you to set-up that functionality Mark?

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        Adam Keever
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