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Dashboards: Show data related to a single record

  • 1.  Dashboards: Show data related to a single record

    Posted 20 days ago
    I have a CRM/ERP system in my QB realm and we have dashboards showing information on all clients, finance, products, etc. Is there a way to show data in the widgets for single clients vs. all clients? It would be nice to have a dropdown selector with all of our clients that would change the data in the dashboard widgets based on the selected client record. If this isn't currently possible, is something like this in the works for a future release?

    Matt Makris

  • 2.  RE: Dashboards: Show data related to a single record

    Posted 20 days ago
    Quick Base has announced at previous empower sessions that they are working on an improved dashboard system which would allow for the kind of global filtering that you are looking for. I.e. the ability to select say a customer and have multiple reports from an app or even multiple apps present it on a single dashboard but filtered on that selection.

    But as far as I know we have no official information on a tentative lunch date or a tentative beta testing opportunity date.

    But if you want to work on this together, we could probably get this working using current Quick Base functionality with about a couple of hours of consulting time on a zoom session. Contact me directly if you want to pursue that off-line.  I have implemented this for other clients.

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

  • 3.  RE: Dashboards: Show data related to a single record

    Posted 14 days ago
    Edited by Evan Martinez 14 days ago
    Hi Matt,

    Related to what Mark was saying earlier we do have an update on the New Dashboard beta in our release notes that were published on Friday. Signs up for early access are open, we are going to be accepting users in waves but if you go to the below link you can put your name in or if you are in the early access app already update your entry to make sure Building Apps is one of the Program Areas you highlighted for interest. 

    New Dashboards
    Our new dashboards provide a refreshed modern interface and also new functionality for users. View collections of reports from across all of your Quick Base applications and users can now filter across selected reports by field values in the underlying data. Sign up in our early access app. Select Building Apps under Program Area. We will be accepting customers in waves to participate, sign up today!

    Evan Martinez
    Community Marketing Manager
    Quick Base