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Multiple Reports on Dashboard based on filtered data

  • 1.  Multiple Reports on Dashboard based on filtered data

    Posted 17 days ago
    I have a CRM application with an opportunities table.  I have a pie chart that is creating a win/loss ratio for me and works great.  I created some dynamic filters for Client Market and Project Type so that i can gain filtered sets of win/loss data based on those filters.  Again it works great.

    So how do I apply those dynamic filters to a dashboard?  Or in an easily configured way, maybe via links?  So if I am user and want to see my win/loss ratio I can go to a dashboard page with the win/loss ratio configured for different scenarios and not have to click into the full report and click on the dynamic filtering?

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    Ivan Weiss
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  • 2.  RE: Multiple Reports on Dashboard based on filtered data

    Posted 17 days ago
    Ivan,

    There is a thread right now that Mark Schnier is answering that will solve this one for you.

    https://community.quickbase.com/communities/community-home/digestviewer/viewthread?GroupId=103&MessageKey=eb1b232c-3b23-4690-ab27-5dcec1aa36e9&CommunityKey=d860b0f8-6a48-487b-b346-44c47a19a804&tab=digestviewer&ReturnUrl=%2fcommunities%2fcommunity-home%2fdigestviewer%3fcommunitykey%3dd860b0f8-6a48-487b-b346-44c47a19a804%26tab%3ddigestviewer

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    Don Larson
    Paasporter
    Westlake OH
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  • 3.  RE: Multiple Reports on Dashboard based on filtered data

    Posted 16 days ago

    Thanks, unfortunately they never really got into the answer   I think it went offline

     

    Ivan J. Weiss, CFSP | Executive Vice President & COO | elite|studio e

    631.949.6635 | www.elitestudioe.com

     

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