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I need to filter report by source value, but still use report on dashboards

  • 1.  I need to filter report by source value, but still use report on dashboards

    Posted 03-07-2019 17:30
    I have a report that shows all shipped items for invoicing. I use the report on a dashboard page for grid editing in the related invoice #. 

    However, I am also needing to link to this report from the invoice record itself via a Rich Text Formula button. When going straight from the Invoice record I need to carry the Related Customer from the invoice to use as a filter of the report. 

    The problem I am having is that once I convert the report to an ask the user, it removes the ability to display thta report on a dashboard page. 

    Any way to do this without creating a separate report? 

    Thanks


  • 2.  RE: I need to filter report by source value, but still use report on dashboards

    Posted 03-07-2019 18:13
    are you asking how to make a URL formula button that will run a report and answer an <ask the user> question automatically based on where you launched from?


  • 3.  RE: I need to filter report by source value, but still use report on dashboards

    Posted 03-07-2019 19:08
    Hey, thanks for your reply. I have figure out how to do that part, the problem I have is that once I make the report "ask the user" QB makes it to where that report cannot be displayed on a dashboard page. My question is, how can I answer the "ask the user" question but also still use the report on a dashboard page. 


  • 4.  RE: I need to filter report by source value, but still use report on dashboards

    Posted 03-07-2019 19:20
    Make a new <ask the user> report

    run the report and answer the question.

    Observe the URL.

    now make a formula URL button on the launch table records on the dashboard to match that.

    URLRoot() & "db/" & [_DBID_table name from Advanced properties] & "?a=q&qid=xx&nv=1&v0=" & URLEncode(the field that has the answer to the question form the record you are launching from)