Forum Discussion

GeorgeBramhall1's avatar
GeorgeBramhall1
Qrew Member
5 years ago

Summary Reports

Does a summary report have to drill down to the default report or can you customize the underlying report?

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George Bramhall
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  • The last option at the very bottom of the configuration screen for summary reports allows you to control the drill down. You can drill down from say a chart into another chart into a summary report and then finally maybe into a table report if you carefully link them altogether.  So the bottom line is you have total control over the drill down target.

    When you make the drop-down target report do not put any filters on it. The drill down itself will appropriately add the filters according to where the user did the drill down from.

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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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