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  • 1.  How to embed grid edit reports onto a Dashboard

    Posted 4 days ago

    Is there a way to embed grid edit reports onto a Dashboard page?

    Use Case:  Project Managers would like to have a dashboard page, filtered by their impacted projects that displays 3 side by side grid edit reports to quickly Edit Decisions, Risks and Actions, which when saved would immediately recalculate dashboard gauges.      

    Considerations:
    • Opening a table report and editing from there within the dashboard is very clunky and only one table at a time.
    •  I recognize I could easily build a form that would enable embedded child tables, but then lose the ability to filter the parent table records.   
    What am I missing?

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    Annetta Coleman
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  • 2.  RE: How to embed grid edit reports onto a Dashboard

    Posted 4 days ago
    I don't have time to try it myself but there is a type of report called a grid edit report.  Why don't you try it and let us know if it works. 



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 3.  RE: How to embed grid edit reports onto a Dashboard

    Posted 4 days ago
    Mark -
    Grid/Edit reports are GREAT.  Unfortunately, they cannot be embedded into a Dashboard.

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    Annetta Coleman
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