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Related To Reports

  • September 18, 2020
  • 0 replies
  • 63 views
Hi, 


I have 3 questions related to Reports

1. When you create a report and if the report filter field is set to Ask the user while firing the report, then is it possible to
     set any one default value which is present in the list.
2. Before firing the report If there are multiple fields which are set as Ask the user then is it possible to filter a field lookup
    on the basis of the previously selected field.
3. After a report is displayed if you want to filter data on the basis of any of the filters, is it possible to keep those filters
    intact so that we can fire the report thru the URL or display the report on the App Page instead of firing the same again
    and again and then applying the filter.


Regards
Gunsham

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Gunsham Lakhiani
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This topic has been closed for replies.

MarkShnierYou
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The answer to #1 and #2 is no.
I don't understand the question in #3 so I can't answer that.
​​​

An alternative to #1 & #2 is to create helper table with just 1 record in it.  Say the table is called Report runner.  When you create a single record it will be [Record ID#] of 1.

Then make a relationships to your data table based on a formula reference field called [Link to Report Runner (=1)] with a formula of 1.

Then using relationships get your <ask the user> fields organized along with any Conditional drop downs, and then look up those down to the data table.   Make a report that filters on those looked up selections.

Put a report link on the Report Runner record.

So the user will edit the Record ID#] = 1 and on save display the embedded report in view mode.

 


'​​​

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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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Mark Shnier. Your Quickbase Coach
  • AustinK
  • Registered
  • September 18, 2020
For number 3 if I am understanding you correctly, filter the report as you want with Dynamic Filters and then copy the URL and when you visit that URL it should land you on the report with the same filters applied. The URL changes constantly based on what you have selected. I am not 100% sure that will work for displaying a report on a home page unless you embedded the entire site with an iframe. But you could test it. Making it a button would for sure take them to the report with filters applied.
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