Forum Discussion

WilliamLatimer's avatar
WilliamLatimer
Qrew Cadet
7 years ago

How to update a default (canned) report with a custom field?

I am using a QuickBase app I downloaded from a list of suggested PM apps. It contains quite a few canned reports. Is there a way I can can add a custom field as a filter? In the current list of fil...
reports and charts
AlexCertificati's avatar
AlexCertificati
Qrew Cadet
7 years ago
Well, if ETL Lead is a user field, the easy native solution is to set that value in Filters > Initial. Quick Base provides 'current user' as a standard option in the first dropdown there.



If it's not, and it's not realistic to convert it to a user field, Coach has your answer.
AlexCertificati's avatar
AlexCertificati
Qrew Cadet
7 years ago
I basically realized partway through writing my answer that based on the options it was giving you for initial filters in the screenshot that you took, I could see that the easy answer was not going to work. But I couldn't waste those keystrokes!

There are definitely options to get this figured out, but one way or another you're going to need a 'helper field'.