Forum Discussion

RyanShook's avatar
RyanShook
Qrew Trainee
5 years ago

Best Practises / Strategy for Senior Management Dashboard

I have a senior management group that dabbles in Quickbase usage when I can make it extremely easy for them (typically dashboard views).  Our applications are separated by states (one app per state...
App home pages
MarkShnier__You's avatar
MarkShnier__You
Qrew Champion
Try this

Copy the URL for a report onto your clipboard.

Go to the Executive Dashboard page and create an element which is a "web page", 
Paste in the URL but manually suffix it with  &ifv=1

That should embed the report.  But the issue will be that if they start to drill down it gets messy.  So you can also put a button as a URL and train them (good luck with that :) to use the button to see the full report with drill down.

There is also a way to get the button to open in a new tab, if you need that.  But one step at a time ....

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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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RyanShook's avatar
RyanShook
Qrew Trainee
5 years ago

Good luck indeed!

 

How do I get the button to open in a new tab as indicated below (keeping the core dashboard in one place will be key otherwise they will be LOST)

 



------Original Message------

Try this

Copy the URL for a report onto your clipboard.

Go to the Executive Dashboard page and create an element which is a "web page", 
Paste in the URL but manually suffix it with  &ifv=1

That should embed the report.  But the issue will be that if they start to drill down it gets messy.  So you can also put a button as a URL and train them (good luck with that :) to use the button to see the full report with drill down.

There is also a way to get the button to open in a new tab, if you need that.  But one step at a time ....

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew Champion
    5 years ago
    So bad news and good news.
    The bad news is that there is not a setting to make a button open in a new tab.

    The good news  is there is a trick.

    Make a Dashboard element as a text box.

    Write the words for the link to a report.  Highlight and use the link to turn that into a hyperlink, and it will ask you if you want to open in a new tab. You do get a lot of flexibility of those text boxes and there is even a way to insert a table to Lines things up neatly.




    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------
    • RyanShook's avatar
      RyanShook
      Qrew Trainee
      5 years ago

      Very much appreciated

       



      ------Original Message------

      So bad news and good news.
      The bad news is that there is not a setting to make a button open in a new tab.

      The good news  is there is a trick.

      Make a Dashboard element as a text box.

      Write the words for the link to a report.  Highlight and use the link to turn that into a hyperlink, and it will ask you if you want to open in a new tab. You do get a lot of flexibility of those text boxes and there is even a way to insert a table to Lines things up neatly.




      ------------------------------
      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      mark.shnier@gmail.com
      ------------------------------