Forum Discussion

RyanShook's avatar
RyanShook
Qrew Trainee
6 years ago

Best Practises / Strategy for Senior Management Dashboard

I have a senior management group that dabbles in Quickbase usage when I can make it extremely easy for them (typically dashboard views).  Our applications are separated by states (one app per state...
App home pages
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
6 years ago
Try this

Copy the URL for a report onto your clipboard.

Go to the Executive Dashboard page and create an element which is a "web page", 
Paste in the URL but manually suffix it with  &ifv=1

That should embed the report.  But the issue will be that if they start to drill down it gets messy.  So you can also put a button as a URL and train them (good luck with that :) to use the button to see the full report with drill down.

There is also a way to get the button to open in a new tab, if you need that.  But one step at a time ....

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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  • RyanShook's avatar
    RyanShook
    Qrew Trainee
    6 years ago

    Good luck indeed!

     

    How do I get the button to open in a new tab as indicated below (keeping the core dashboard in one place will be key otherwise they will be LOST)

     



    ------Original Message------

    Try this

    Copy the URL for a report onto your clipboard.

    Go to the Executive Dashboard page and create an element which is a "web page", 
    Paste in the URL but manually suffix it with  &ifv=1

    That should embed the report.  But the issue will be that if they start to drill down it gets messy.  So you can also put a button as a URL and train them (good luck with that :) to use the button to see the full report with drill down.

    There is also a way to get the button to open in a new tab, if you need that.  But one step at a time ....

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------
    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      6 years ago
      So bad news and good news.
      The bad news is that there is not a setting to make a button open in a new tab.

      The good news  is there is a trick.

      Make a Dashboard element as a text box.

      Write the words for the link to a report.  Highlight and use the link to turn that into a hyperlink, and it will ask you if you want to open in a new tab. You do get a lot of flexibility of those text boxes and there is even a way to insert a table to Lines things up neatly.




      ------------------------------
      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      mark.shnier@gmail.com
      ------------------------------
      • RyanShook's avatar
        RyanShook
        Qrew Trainee
        6 years ago

        Very much appreciated

         



        ------Original Message------

        So bad news and good news.
        The bad news is that there is not a setting to make a button open in a new tab.

        The good news  is there is a trick.

        Make a Dashboard element as a text box.

        Write the words for the link to a report.  Highlight and use the link to turn that into a hyperlink, and it will ask you if you want to open in a new tab. You do get a lot of flexibility of those text boxes and there is even a way to insert a table to Lines things up neatly.




        ------------------------------
        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
        ------------------------------