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Customize default report by role?

  • 1.  Customize default report by role?

    Posted 03-12-2018 15:19
    Hi,

    I know how to customize the Default Report but the problem is that every role is affected by these changes. How can I assign a different Default Report based on role, as I would do with List All or the Home Page? Is it even possible?

    List All is fine when a user is in a table just looking at it but if they click on any summary fields it takes them to the Default Report instead. I want that to look different as well depending on what role they are assigned.


  • 2.  RE: Customize default report by role?

    Posted 03-12-2018 15:33
    There is only 1 default report but as you have discovered, each Role can have a different report for the Table Home Page.

    The default report only really tends to come up for regular users when doing searches or when drilling down into summary reports and charts. For the searches, you can have different search widgets on the dashboard for different results targets.  For the drill down report, you would need to have different Summary reports which are identical except for the drill down target report.


  • 3.  RE: Customize default report by role?

    Posted 03-12-2018 16:57
    For the drill down report, you would need to have different Summary reports which are identical except for the drill down target report

    Yes I think this is what I'm after. When a user drills down into a summary report, that summary is always presented as the Default Report. That's what I want to change based on the user's role.

    Can you explain this quote in a little more detail for me? I don't fully understand it.


  • 4.  RE: Customize default report by role?

    Posted 03-12-2018 18:10
    So recently, Quick Base allows you to specify at the bottom of the Summary report the drill down target report - it defaults to yes - what a surprise -  "the default report". 

    But for example you could drill down from a summary report into a chart or another summary report or a particular table report.  Any unfiltered report or chart will work. (The summary drill down will set the filters correctly).

    So if you had three roles make 2 more copies of your Summary report so that you have three summary reports and then create three different unfiltered drill down reports for configure just that part of the three summary reports differently for each Role to use.


  • 5.  RE: Customize default report by role?

    Posted 03-12-2018 18:30
    I seem to remember seeing the option before of choosing the drill down target report but I can't seem to find that option anywhere now. I'm looking at the customize screen for one of my summary reports and I don't see anything about choosing what the drill down is. Any ideas?


  • 6.  RE: Customize default report by role?

    Posted 03-12-2018 18:39
    Re; Any ideas?

    Just keep scrolling down the page to the very last configuration option.


  • 7.  RE: Customize default report by role?

    Posted 03-12-2018 18:56
    I still don't see it, sorry. I've gone to a few different summary reports and I don't see this anymore as an option.

    For example, if I customize List All I don't have any way of specifying how the drill down report will appear.


  • 8.  RE: Customize default report by role?

    Posted 03-12-2018 19:11
    Are you looking at a summary report type report?  The List All report is a "Table Report" type.  The only other possibility is if you are on the "Essentials" Plan level and that may not have that option.


  • 9.  RE: Customize default report by role?

    Posted 03-13-2018 22:16
    Oh I see it, thanks. You were right, I wasn't actually looking in a summary report.

    I have a table called "Jobs" which shows numeric summaries of other tables in columns. It's these numeric summaries that I want to set Role-based drilldown behavior for. The problem is, "Jobs" is not in itself a summary report, it is a table report. So I can't modify the drilldown behavior in this case when someone clicks on a numeric summary. If I try to replicate the "Jobs" table report as a summary report, the numeric values in the columns are not clickable and so there is no drilldown.


  • 10.  RE: Customize default report by role?

    Posted 03-14-2018 11:06
    OK, that explains the confusion. Not sure what to suggest. Sounds like you need field level override by Role in drill down behavior. That sounds like an enhancement request via User Voice.


  • 11.  RE: Customize default report by role?

    Posted 03-14-2018 16:15
    I agree, I will ask about that. Thanks for your help.