I'm having trouble getting an embedded report to work. Let me lay everything out:2 tables: Installations and Installersrelationship is Installers < InstallationsWhen i go to an "Installer" record, i want to see an embedded report of all "Installations" he's done. I created the report under "Installations" that i want - it filters to a more recent time period, etc. This report looks great, and lists multiple installs for each installer. When I embed this report on my "Installer" form, I created a report link, connecting the "record ID" to the "Installer name" fields. When I look at an Installer record, the embedded report only returns 1 result, even though when I look at the report without embedding it, I see all results. I can't figure what I'm missing here that's causing this issue. Any ideas out there?------------------------------Thanks,Chris Newsome------------------------------

Mark solved the problem so fast my head spun. He's an awesome guy and a big help in the Qbase community!------------------------------Thanks,Chris Newsome------------------------------

In a report link field, the two fields that you configure in the report link field need to match. You are saying that you are trying to match a [Record ID#] field with an Installer Name field. That does not make sense. you need to look at the relationship and use the same two fields which connect the tables or else, alternatively, you can just delete the report link field and then use the button on the Relationship to recreate that field properly.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

So the report link button creates the "Record ID" side of that equation for me... my understanding was that it was looking at the installer record ID and comparing it to the Installer's name, which is linked as a selection box field on the "installation." When I try to change the "record ID" side of the report link, i get nothing at all, not even the 1 result. I'm not sure I understand how to change it per your post. If I can't choose anything other than Record ID, what do I point it at on the Installer side of the relationship? And why does it actually show me 1 record now?------------------------------Thanks,Chris Newsome------------------------------

In a normal Report Link field the left side will be [Record ID#] and the right side will be Related Installer].That assumes that when you look at the relationship between Installer and Installations that the field on the left is [Record ID#] (ie the Key to the Installers Table is still the [Record ID#] field and you did not change it to be [Installer Name].If you did make the Key field of Installers to be the Installer Name then you need to match on Installer Name.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

Would it cause an issue if I have 3 fields - first name, last name, and a field that combines the 2 called "name"? I'm trying to match based on "name" but maybe this is causing me the trouble.------------------------------Thanks,Chris Newsome------------------------------

Embedded Reports only returning 1 result

MarkShnier__You
Qrew Legend
6 years ago
In a report link field, the two fields that you configure in the report link field need to match. You are saying that you are trying to match a [Record ID#] field with an Installer Name field. That does not make sense. you need to look at the relationship and use the same two fields which connect the tables or else, alternatively, you can just delete the report link field and then use the button on the Relationship to recreate that field properly.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
- ChrisNewsome
  Qrew Captain
  6 years ago
  So the report link button creates the "Record ID" side of that equation for me... my understanding was that it was looking at the installer record ID and comparing it to the Installer's name, which is linked as a selection box field on the "installation." When I try to change the "record ID" side of the report link, i get nothing at all, not even the 1 result. I'm not sure I understand how to change it per your post. If I can't choose anything other than Record ID, what do I point it at on the Installer side of the relationship? And why does it actually show me 1 record now?
  
  ------------------------------
  Thanks,
  Chris Newsome
  ------------------------------
  - MarkShnier__You
    Qrew Legend
    6 years ago
    In a normal Report Link field the left side will be [Record ID#] and the right side will be Related Installer].
    
    That assumes that when you look at the relationship between Installer and Installations that the field on the left is [Record ID#] (ie the Key to the Installers Table is still the [Record ID#] field and you did not change it to be [Installer Name].
    
    If you did make the Key field of Installers to be the Installer Name then you need to match on Installer Name.
    
    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------

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Embedded Reports only returning 1 result

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