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Question

Last Week's Time as a Personal User Report Subscription

  • December 9, 2020
  • 0 replies
  • 20 views

I have a report that allows each user to review their time entries and adjust them for the previous week. The report is filtered by owned records equaling the user who is logged in.

I would like to automatically send out this report every Sunday to each user so they only see their personal time records for the past week.

I cannot seem to grasp how this is done. If I send out this report to everyone, won't it simply send out admin time records since the admin is the owner of the subscription when the report is generated?

The only way I can see to do this is a separate subscription for each user; I was hoping for a easier solution.

And as always, I spend time reviewing the knowledge base for answers, but it is hard to know what key words will provide a solution, so if someone knows where this has already been addressed, let me know the link.

Thanks,

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Ray Moss
Essence QB Admin
Essence Cabinets Inc.
Edmonton, AB, CAN
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This topic has been closed for replies.

MarkShnierYou
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Fortunately, you are over thinking this. Quick Base to the rescue.

Simply create a single report filtered by where the time card entry user ID is "the current user".  I assume that the record must contain a field for which user registered that time.

Then set up a single subscription of that report to all users in the relevant role(s) to receive that report. Each user will receive a report with only their own entries.

One Report.  One Subscription. Y'er done!

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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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