Report Management Process
We have quite a few Apps. In those Apps we have quite a few tables. In those tables we have quite a few Reports. Looking at the report management page I notice a couple items that make Users nervous...
Forum Discussion
Until they rollout some planned updates to the metrics they provide to Admins, that's really all you can do at the moment.
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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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- MarkShnier__You
Qrew Legend
I have two tips to offer.
When you attempt to delete a report which is used in a subscription a giant red warning pops up with an are you sure button it will let you delete the report but you are clearly informed that it would be not a good idea to push the button.
Secondly I make it a practice that whenever I use a report which is embedded on a form I change the report name from the default "embedded for parent blah blah blah" to be "Used on Projects form". That is especially handy when deleting a field and finding its used on a zillion forms. I mostly ignore all those in Embedded for reports because I know they're not being used. As long as I am comfortable that I am the only developer in that app. :)
I do agree that it is a bit of a crapshoot when you delete reports to know where they might be used.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- Hi Blake & Mark,
That is pretty much what I thought but was hoping. I usually leave the Embedded reports if they are used and add a note to the Description explaining where the report is used. Most users cannot see the description so this works ok.
Reports are used as either a drop down list or an embedded report depending on the Relationship. So my practice is to enter the Use Case in the Description. This helps when the Customize this report function is not disabled for end users and we have the occasional someone edited the Table Home page report and no one can see their records problem. It's part User training and part default setup to remove the Custom Report feature for many tables.
Thanks!
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Jim Harrison
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