Expand all | Collapse all

Summary Reports

  • 1.  Summary Reports

    Posted 17 days ago
    Does a summary report have to drill down to the default report or can you customize the underlying report?

    George Bramhall

  • 2.  RE: Summary Reports

    Posted 17 days ago
    The last option at the very bottom of the configuration screen for summary reports allows you to control the drill down. You can drill down from say a chart into another chart into a summary report and then finally maybe into a table report if you carefully link them altogether.  So the bottom line is you have total control over the drill down target.

    When you make the drop-down target report do not put any filters on it. The drill down itself will appropriately add the filters according to where the user did the drill down from.

    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach