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
Your best bet is to name your reports so you know when and where they are used. For example if you have a drilldown report named it "Drilldown - Report Name it Drills Down From".
As far as embedded reports on forms where they are actually from another table I try and label those accordingly as well based on where the report is used. For a record picker it would be something like "Record Picker - Table Name - Form Name" and even add on to that if need be if there are several in use on the form.
Just label the very important ones. I don't bother with most reports, just ones I know I need to keep to make sure the forms and everything function.
As far as embedded reports on forms where they are actually from another table I try and label those accordingly as well based on where the report is used. For a record picker it would be something like "Record Picker - Table Name - Form Name" and even add on to that if need be if there are several in use on the form.
Just label the very important ones. I don't bother with most reports, just ones I know I need to keep to make sure the forms and everything function.
MarkShnier__You
Qrew Legend
Qrew LegendI totally agree with Austin.
But I actually have a different philosophy with reports and I hardly ever delete old ones. My belief is there any useful report should find its way to the dashboard. I only put links on the dashboard to report that I know are fully vetted. All the other zillions of reports that are listed under the reports tab, typically my users don't look there to find reports. What time are users if they have a report that the staff should be using that they should take ownership of their dashboard figuratively and if they don't have the admin rights to update the dashboard let me know and I will put a link on their dashboard. If it's not on the dashboard then it may not be a vetted report.
I know that there are some people more disciplined than me who organize their reports using the organizer tool but few of my clients are organized enough to maintain their discipline. And my discipline is if it's a good report it should be on a the dashboard button or links bar, nicely organized by the nature of the report into logical Dashboard element groupings.
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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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But I actually have a different philosophy with reports and I hardly ever delete old ones. My belief is there any useful report should find its way to the dashboard. I only put links on the dashboard to report that I know are fully vetted. All the other zillions of reports that are listed under the reports tab, typically my users don't look there to find reports. What time are users if they have a report that the staff should be using that they should take ownership of their dashboard figuratively and if they don't have the admin rights to update the dashboard let me know and I will put a link on their dashboard. If it's not on the dashboard then it may not be a vetted report.
I know that there are some people more disciplined than me who organize their reports using the organizer tool but few of my clients are organized enough to maintain their discipline. And my discipline is if it's a good report it should be on a the dashboard button or links bar, nicely organized by the nature of the report into logical Dashboard element groupings.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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