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Simple question: Dashboard Reports - # of Records?

  • 1.  Simple question: Dashboard Reports - # of Records?

    Posted 09-23-2019 14:50
    This is a a super simple question (I hope):

    Is it possible for the table reports on the Dashboard to list the number of records in the title of the report?

    Example:

    I have a table report titled: Pending Orders.

    It provides a list of all pending orders, according to my criteria built into the report.

    Would it be possible to have it state something like: Pending Orders - 57

    Where 57 represents the number of Pending orders in that report.

    This number would be dynamic as items are added and removed from the report.

    Just a wild guess, but would it be possible to use a Webpage link rather than a Table Report? Perhaps the webpage links to the table report but is customized to provide the number of records in that report as well as the data from the table report ...... just a thought.

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    Andrew
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  • 2.  RE: Simple question: Dashboard Reports - # of Records?

    Posted 09-23-2019 14:54
    You can make a dummy helper hidden table with just 1 record in it.  it will be Record ID# = 1.

    Then make a field on your orders table called [Link to Order Count Totals] and make it a formula field with a formula of 1.
    Then make a relationship. 

    Make a summary count field with the filters for the status  = Pending.

    Then look up that count down to your orders table.

    Then create a report header text field with the words you like such as "# of pending orders is " &  ToText([# pending orders]).

    Make that field be your first "Group By on the table report.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
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  • 3.  RE: Simple question: Dashboard Reports - # of Records?

    Posted 09-23-2019 14:59
    ​Interesting tactic!!

    I hadn't even thought about using a dummy table or to edit the text of the report header to include a reference to a field in a table.

    I will have to give it a try here in a bit and report back.

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    Andrew
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  • 4.  RE: Simple question: Dashboard Reports - # of Records?

    Posted 09-23-2019 16:00
    Check out the video on QuickBase University. 
    Quick DIY Solutions for Beautiful and User-friendly Apps

    I use them on dashboards to make it easier for users to see totals and other important information.



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    Everett Patterson
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