One choice is to make a single record helper table called dashboard filters. So create that table and create a single record and then block anyone including the admin from ever adding or deleting records in that table.
The record ID of that single record will of course be 1. Make a relationship from this table down to your detailed tables based on the reference formula field that calculates to 1. The formula will be 1.
You can create any filters like date ranges or "Regions - whatever .....", on your settings table and look those up down to your details tables. Create reports which you will use on the dashboard which will respect those filters. Put the single record table report on your dashboard so users can easily edit their filters there.
For the filters on your report be sure to deal with a situation where the user leaves a particular filter blank. You want to make sure the report will result in all records if a filter is left blank.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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