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Question

Report Management Process

  • January 25, 2021
  • 0 replies
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JimHarrison
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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 to remove old reports.

#1. the report doesn't show if it is used in a form.
#2. the report doesn't show if it is used in a Notification.
#3. the report doesn't show if an external getter is using it to pull a table subset.

I'm sure there are more but I didn't come here to complain this time. I have a management processโ€‹โ€‹ question to the Admin level Users who actually manage reports.

Have you found a foolproof way to determine if a report is in use?

What steps do you take to ensure before hitting the delete button you don't have to put it back and apologize?

Have you found any markers that are not obvious, API calls.

Because of my personality, I like to go through and review reports and then delete the ones that haven't been used since 2015 and only opened once. Problem is, the qb metrics are not reliable. So I find myself picking a report, checking Notifications, relationships, forms and then looking at our external data tools as well.

Any thoughts or ideas on how to manage this are appreciated.

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Jim Harrison
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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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  • Registered
  • January 25, 2021
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.