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TamaraBillings's avatar
TamaraBillings
Qrew Cadet
8 years ago

How to place the ""full report"" on home page/dashboard?

I have a user role that will use only one report, but it will be used regularly and speed (few keystrokes) is important to their task.  When I place the report on the Home/Dashboard page, the filters and search box are initially hidden.  The user can get to it, but the user has to know and take the extra time to run their mouse over the hidden menu in the upper right hand corner and click "full report" to get to the version that contains the filters and the search box, which they need to complete their task.  I want to skip the extra hidden menu step for the user and go straight to the full report. 

I've tried and have successfully placed the full report version on the homepage using a url widget and adding &ifv=1 to hide the toolbar.  The only problem with this solution is that if the user clicks on a record to view more detail, they now see two sets of QB one embedded in the other.(They see two sets of toolbars on the same window.)  

Is there anyway to simply place the "full" version of a  report on the home page without the url workaround?  Or alternatively, is there a way to hide the homepage all together and simply display to them the report's table page with their report defaulted?  I'm trying to keep this to one initial screen if possible to simplify the task for the user.  Suggestions?  Thanks in advance.

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  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    8 years ago
    There is a Star icon at the top of every screen. It takes the user to the last 10 records and last 10 reports that have run. There is also the ability to mark a report as a favorite.

    The star does seem to have an odd behavior that the first time they sign in, you have to do 2 clicks to get it to fully open. But after that it is one click.

    So I suggest trainingthe users to use th star instead of the home page when they are navigating to that report.
  • TamaraBillings's avatar
    TamaraBillings
    Qrew Cadet
    8 years ago

    Thank you for the suggestion.  I was able to make the original question work.  Posting solution here incase anyone else comes across this scenario. 

    1, First to make the full report display on the home page with filters and search box,  insert as a url /web page widget instead of a report widget with &ifv=1 appended to the end of the url. 

    2. Next, create your own clickable view icons field as a formula rich text field and again incorporate &ifv=1 into that url.

    3. Lastly, go to your report and add your new custom view icon field as the first column.  Scroll down to the report options section and uncheck "allow viewing records from this report".  

    Now when you run the report from the homepage, you can filter search and view without multiple QB headers displaying.   It is a round about way of doing it, but it works.  :) 

    • KirstenKissmeye's avatar
      KirstenKissmeye
      Qrew Trainee
      7 years ago
      When I paste the full report url in to the url property of the web page widget no content is shown in the web page widget.
      This is the url
      https://kirstenkissmeyer.quickbase.co...
      I copied it when I asked to see the full report version of the report in question. Is that the way to get the url?
      Any idea what I am doing wrong?
    • TamaraBillings's avatar
      TamaraBillings
      Qrew Cadet
      7 years ago
      This is what I did and it worked.

      1.) Went to the report and displayed it.  Copied the url of that report from the browser's address bar.
      2.) Next went to home page and clicked customize this page.
      3.) Dragged and dropped the web page widget onto the home page.
      4.) Within that widget's settings, I pasted the url of the report into the URL field and typed &ifv=1 at the end of that url before closing out of the widget's settings.
      Hope that helps.
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    8 years ago
    Thx for posting this.  Does the report have enough space to show all the records, or does the user need to scroll the scroll bar to get to the bottom of the page?
  • TamaraBillings's avatar
    TamaraBillings
    Qrew Cadet
    8 years ago
    Good catch.  The page number  links at the bottom of the page embed the header again when you click them.  Luckily for me, my users will be filtering and searching to just a few records with each use.  So they will likely never see those, but that could definitely a limitation to my workaround.
  • CourtneyRapp's avatar
    CourtneyRapp
    Qrew Cadet
    7 years ago
    Follow up question to this post. Is there a way to edit the url so that filters and search don't show up on the web page widget? Can I set it to only show the table within the report?
    • CourtneyRapp's avatar
      CourtneyRapp
      Qrew Cadet
      7 years ago
      Sorry clarification, I want to do this in a different app from the original report
    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      7 years ago
      I think that is irrelevant.

      I'm just saying that if you want a report widget that does not have the search or the DFs, then make a different report.  Then if you want to also give them full access to the search and DFs, then give them a button to use to go to the full report.