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Best Practises / Strategy for Senior Management Dashboard

  • April 6, 2020
  • 0 replies
  • 46 views
I have a senior management group that dabbles in Quickbase usage when I can make it extremely easy for them (typically dashboard views). 

Our applications are separated by states (one app per state)

I would like to create a management dashboard that pulls key information from several different applications onto one dashboard. 

Can someone let me know if this is the correct strategy to take? I am trying to avoid them going from app to app. 

I am not even certain if a dashboard can pull reports from another app unless I make a connected table between the two apps. 

Any suggestions or advice would be great.

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Ryan Shook
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MarkShnierYou
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Try this

Copy the URL for a report onto your clipboard.

Go to the Executive Dashboard page and create an element which is a "web page", 
Paste in the URL but manually suffix it with  &ifv=1

That should embed the report.  But the issue will be that if they start to drill down it gets messy.  So you can also put a button as a URL and train them (good luck with that :) to use the button to see the full report with drill down.

There is also a way to get the button to open in a new tab, if you need that.  But one step at a time ....

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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
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