Add timeline report to document template
- 4 months ago
Hi Mike,
Unfortunately, timeline reports don't seem to be currently available as an option for document templates in Quickbase. Here are a couple of workarounds you might consider:
1. Use a Standard Table Report: Convert your timeline data into a standard table report format that can be included in document templates. You can structure it with rich text columns for task names, start dates, end dates, and durations.
2. Export to PDF/Image: Generate your timeline report on-screen, export it as a PDF or screenshot, and then include that image in your document using a File Attachment field that references in the template.
3. Custom Solution: If you need this frequently, you could explore using a code page or external tool to generate a timeline visualization that gets embedded in your documents.
I'd also recommend submitting this as a feature request to Quickbase through their product feedback channels—timeline reports in document templates would be a valuable addition!
Let me know if you need help setting up any of these alternatives.