QB Trending Reports

Qrew Member

2 years ago

Hi Mark:

My leadership likes the various QB Leadership Dashboard reporting I have built in QB for the access team. They look at the unassigned Intake/Request queues daily, and regularly look at the various dashboards in the Access QB leadership dashboard (screenshot below).

One of the things that I think would be helpful for my leadership is to get some of this information trending over time.

For example, the unassigned ticket queue that I get in email (and is the same as that top left chart) are snapshots for that particular day – but I am interesting in seeing the daily trends over time like "Cristy Swink BB Multi-Product Create a New Account" had 4 unassigned as of the email this morning, but if I look at yesterday's report there was only 1. This would probably end up being a line chart with a lot of lines, and that's fine. They are not really looking for anything pretty at first – just trying to get a better since of what the trends look like.

My Leadership has have been copying the daily results into excel and creating a chart there, but do you know of a way that you could built that directly into QB? This isn't urgent, but I figured I would ask you to see if there is a better way than what I'm doing now 

Basically, my leadership is wanting a daily trending report. But I'm unsure how to capture that in Quickbase.

Please let me know if you have any questions about what I'm asking, and we can chat live.