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...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendWould 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
mark.shnier@gmail.com
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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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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Ivan Weiss
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- MarkShnier__YouThere 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
mark.shnier@gmail.com
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