Home Page customization picking on field and having reports populate

Question

Hello All,I am trying to figure out a way for my sales people to pick a particular client and then have a bunch of reports populate based on that client. So you would go to the home page, select a client and then the 4 reports on my page (like YTD sales, YTD unit, etc) filter and populate for the chosen client.I know you can created a report where a field can be filtered/selected by the user and then it will populate that particular report only with that clients information.  How do I translate that type of reporting to pick a client at the top of a home page and have it populate specific reports set on that page with the client as a filter?   Is that possible?  Automation maybe?  Thank in advance for the help.------------------------------Jennifer Silberstein------------------------------

MarkShnierYou · Answer

I have a technique which can work with you on a one on one basis to get this working. But the New Dashboards are supposed to be out in in he next few weeks and they are supposedly be able to do that. So my advice unless you are in an urgent hurry is to sign up for the Beta testing. There was a link, I believe in the release notes from the last release.

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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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