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IvanWeiss's avatar
IvanWeiss
Qrew Captain
6 years ago

Preparing Quarterly Reports for Executives

I need to prepare a bunch of reports for executives as part of a quarterly meeting. They are built but require various dynamic filters and the ability to be compiled to one area vs execs searching for...
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
6 years ago
Would it be a solution if you could have a dashboard full of a whole bunch of reports and be able to globally apply the same filters to that set of reports all at once?

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
[email protected]
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  • IvanWeiss's avatar
    IvanWeiss
    Qrew Captain
    6 years ago
    That could work.  But I guess the question is the group of reports are all coming from different tables.  The filter is the same though and it is a user based filter.  So the question is, could you do that?  I think one dashboard page with 9 reports on it is a bit tough to read (I prefer one report per page and a multi page report) but to save myself from this manual screenshot game I am playing I would go with it.

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    Ivan Weiss
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      6 years ago
      There is a way to do this, and all native, and the technique can work across multiple tables. But I think we would need to do this together on a Go To Meeting screen sharing session.  Contact me off line if you would like one on one assistance setting this up.

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      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      [email protected]
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