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Report Templates For Customers

  • 1.  Report Templates For Customers

    Posted 03-28-2018 00:01
    I searched quickbase documentation and cannot find how to or if this is possible. 

    I have a client that sends quotes to customers. Is there a way to create a report that has basic text like "Dear x, here is the amount for your quote $dollar" where x is a customer name  based on a filter and $dollar is based on some orders record.

    Also, is it possible to leave a field open for the report for memo text that won't be part of the original order?

    For reports I only see tables, charts, etc...

  • 2.  RE: Report Templates For Customers

    Posted 03-28-2018 11:47
    I don't know if a report is what you're looking for.

    You could certainly have this information displayed in an email, where you can reference fields like [Customer Name] and [Quote Amount] as variable text based on a condition.

    You could as create a new field called [Display Text] which would simply be a Text - Formula field that would display something like "Dear" & [Customer Name] & "here is the amount for your quote" & [Quote Amount]. You could then have this field referenced in a Table report to show next to each record.

    You could also create a page called "Customer Page" that asks that Customer for their name (or Customer Number) and then displays a filtered report of only their [Display Text] and [Quote].

    Hope this helps!

  • 3.  RE: Report Templates For Customers

    Posted 03-28-2018 15:56
    Another option that people often use is to create a PDF report of that information, and possibly include more details/line items.

    Pretty much all of the QSP partners have a tool to create said PDF.

    There is also a native quickbase tool called exact forms, but it is pretty rough to set up, and you'd need a consultant to help with that either way.

    Matthew Neil - Product Specialistmneil@mcftech.com Phone: 440-201-6050 ext. 476" width="300px">