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Question

Email Subscription Not Showing All Reports

  • May 24, 2019
  • 0 replies
  • 19 views

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Hello,

I just created a pie chart showing all of my opportunities won over the last month by user (for a CRM app I am building).  I want that report as a subscription to be automatically emailed weekly.  Ideally I would actually prefer to have a page emailed showing several reports (that one plus a table for some other things)

Is there a way to email the pie chart weekly?  And even better a way to make a single combined page report so the users get it in their email?

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  • Quickbase Alumni
  • May 28, 2019
Hi Ivan,

Currently our subscriptions do not support sending out a chart unfortunately. If this is something that would be helpful for our use of Quick Base I would suggest submitting this feedback to our User Voice page. User Voice is a feedback tool that our Product Development team uses to collect customer feedback on future enhancements and features. The Quick Base User voice can most easily be accessed from the My Apps page in Quick Base by clicking on the orange Feedback tab that appears on the right of the page or at http://quickbase.uservoice.com by signing in with your Quick Base credentials. We have done some other work on reports and subscriptions in the past year and speaking up about this need can help to bring it to the attention of our Product team.

If you do place a User Voice request for being able to send charts as a subscription I would suggest posting a link to that request here so that other community members who have a similar need can cast their vote in support. Thank you for reaching out with your question. 

A possible work around would be to create a table with a single record in it.  On that Table you can create a report link field to link to all records in another table.  The Record ID# of your single record will be table will be 1. 

So you can make a formula numeric field with a value of 1 on any other table.

Then use that to make a Report Link field on your Single record table to put your chart.

Repeat for additions charts on other tables.

Then you can Subscribe your users to receive that singe record "report" and have the Report just have a big button saying "Click here to see your daily dashboard charts", ie a button to view the record.









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  • Author
  • Quickbase Alumni
  • May 29, 2019
I appreciate that but sounds like a fair amount of work to create it....  I am thinking maybe the way to do it is just put the essential ones on the dashboard and through automations maybe just have tasks assigned out for reviewing certain reports.....  Thinking that way anyway.