Email Subscription Not Showing All Reports
Hello, I just created a pie chart showing all of my opportunities won over the last month by user (for a CRM app I am building). I want that report as a subscription to be automatically emailed we...
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I appreciate that but sounds like a fair amount of work to create it.... I am thinking maybe the way to do it is just put the essential ones on the dashboard and through automations maybe just have tasks assigned out for reviewing certain reports..... Thinking that way anyway.
I think I found a way that could be suitable. If the chart does not have to be a pie chart, you can easily setup a table report. Pick a field to group your settings by and make sure that the two check boxes are checked underneath labeled "Show summary table based on the grouped columns" and "Hide main table and show only summary table". Then go to notifications and setup a subscription report that calls out the table report that you just made. When the email comes thru, it will not show the graphs but it does have a link in the email that you click on and it will show bar charts. The link will be labeled "Click here to see this report in Quick Base". The word here will be a hyperlink. Click on the hyperlink and it will take you to where the report lives. Once you are on the report screen, there will be a link called "Graph". Click on graph and it will show you the bar chart. This seemed to work for me.
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Daniel Raffeo
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Daniel Raffeo
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