Creating a table of Users to exclude from reports?

Question

I feel like this has probably been answered and I just don't know the right terminology to use to find it. I maintain 20+ reports that exclude data for a list of specific users. Anytime someone moves and that list of users needs to be updated, it's currently necessary to go into the filter section of all 20+ reports to manually adjust the filters to exclude the new user (each user has their own exclusion filter). There are 15 excluded users and they are in various roles so I cannot use that field to filter. I'm wondering if I can create a new table of the list of excluded users and use that as a filter for all of the reports instead of updating each report separately? Or I'm open to other suggestions. I'm pretty new to QB so I appreciate any help.

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Jeremy Shearouse
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markshnier__you · Answer

np
Just create a new table in your app. Perhaps Call it Admin Settings.&nbsp; Create a single record in the table and lock down anyone including you from adding another record. Obviously this will be record ID number one. Then make a relationship back to your details table where the report is and you can at least initially let the system create a field for you called related admin.&nbsp;&nbsp;

Then go to that field and change it to be a formula field with the value of 1 as the formula and change the field name to [link to admin settings].
Now go back to your admin settings table and make a User List Field and edit that Admin record to enter all the users which are excluded.&nbsp;&nbsp;

Then look that up down into your details table. Then add a filter and it should offer you the choice to exclude where that field does not contain the current user.&nbsp; I did not test if I would offer that current user filter but if that's a problem just post back and there's a workaround.&nbsp;

I think the field for users in a user list field is limited to 20. If you ever run out of slots then you just create a new field to create your second set and likewise look that up down to your details table and add it into the report filter&nbsp; &nbsp;

------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

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Creating a table of Users to exclude from reports?