Forum Discussion
MarkShnier__You
Qrew Legend
4 years agoIt is very common in Quickbase to set up reports filtered where for example project manager is the current user.
That is to say selecting some fields and then comparing them to the current user. Of course that is incredibly powerful when you combine that with subscription reports because with one subscription report you can send a single report for example to hundreds of users and each user will only get the projects which are relevant to them.
So my suggestion is to set up dashboard pages having reports which are filtered on "my projects". This probably means making a duplicate set of all your key reports. Typically most of the work involved in building a report is the first time building report and simply duplicating a report and adding an extra filter is not that much work.
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Mark Shnier (YQC)
mark.shnier@gmail.com
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That is to say selecting some fields and then comparing them to the current user. Of course that is incredibly powerful when you combine that with subscription reports because with one subscription report you can send a single report for example to hundreds of users and each user will only get the projects which are relevant to them.
So my suggestion is to set up dashboard pages having reports which are filtered on "my projects". This probably means making a duplicate set of all your key reports. Typically most of the work involved in building a report is the first time building report and simply duplicating a report and adding an extra filter is not that much work.
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Mark Shnier (YQC)
mark.shnier@gmail.com
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- AnnettaColeman4 years agoQrew Cadet
Mark -
Once again your prompt response and thoughtful content not only solved my problem, but also enlightened me into other avenues not yet considered. I appreciate you.
Warm Regards,Annetta
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Annetta Coleman
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