Is it possible to produce customized reports in an Exact Form, or is Exact Forms limited to creating reports using the Default Reporting features, which are limited in sorting capabilities.Thanks!

Hi Michael, Thanks for reaching out via the QuickBase Online Community! You can in fact use custom reports with sorting and grouping in Exact Forms. Here's a our Help Article on how to customize Exact Forms, with formatting specifics towards the bottom: http://www.quickbase.com/user-assistance/Default.html#creating_exact_forms_tips.html Daniel

If Exact Forms doesn't provide you with all the flexibility you are looking for, take a look at Exact Forms Plus! https://juicedtech.quickbase.com/db/bdht2xebx Keith

That article doesn't state where to add the Report ID.The code provided in the article is:~=qdb.GetURL("DetailsTableDBID", "API_GenResultsTable^query={'DetailsFieldID'.EX.'"+ field["MasterSourceField"]+"'}^options=nvw.ned.phd.nfg.sortorder-A.groupby-V^slist=DetailsGroupFieldID^ts="+ new Date().getTime());~And then it says to replace the "ReportID" with the ID of the report you want to embed. Where in the code is "Report ID"???

Juan did you ever get a response on this? Trying to accomplish the same now.

Any luck on anyone figuring this out??

How to embed customized reports instead of Default report settings when embedding reports in an Exact Form

15 Replies

ArchiveUser
Qrew Captain
9 years ago
Hi Michael,

Thanks for reaching out via the QuickBase Online Community!

You can in fact use custom reports with sorting and grouping in Exact Forms. Here's a our Help Article on how to customize Exact Forms, with formatting specifics towards the bottom: http://www.quickbase.com/user-assistance/Default.html#creating_exact_forms_tips.html

Daniel
- JuanSolorio1
  Qrew Cadet
  8 years ago
  That article doesn't state where to add the Report ID.
  
  The code provided in the article is:
  
  ~=qdb.GetURL("DetailsTableDBID", "API_GenResultsTable^query={'DetailsFieldID'.EX.'"+ field["MasterSourceField"]+"'}^options=nvw.ned.phd.nfg.sortorder-A.groupby-V^slist=DetailsGroupFieldID^ts="+ new Date().getTime());~
  
  And then it says to replace the "ReportID" with the ID of the report you want to embed. Where in the code is "Report ID"???
- BridgetteBearss
  Qrew Member
  8 years ago
  Juan did you ever get a response on this? Trying to accomplish the same now.
- AnthonyGuillen1
  Qrew Cadet
  7 years ago
  Any luck on anyone figuring this out??
KeithJusas
Qrew Captain
9 years ago
If Exact Forms doesn't provide you with all the flexibility you are looking for, take a look at Exact Forms Plus!

https://juicedtech.quickbase.com/db/bdht2xebx

Keith
SaraC
Qrew Trainee
6 years ago
Thank you for this thread. I was able to get rid of the edit and view icons in the report using the "options" that Amanda mentioned above. Here's an example using options:
~=qdb.GetURL("MYTABLEID", "API_GenResultsTable^query={'10'.EX.'"+ field["Record ID#"]+"'}AND({'6'.EX. 'New'}OR{'6'.EX. 'Approved'})^clist=3.7.6.42.62.28^slist=3^options=ned.nvw.nfg.phd^ts="+ new Date().getTime());~