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Multiple Reports on Dashboard based on filtered data

  • November 26, 2019
  • 0 replies
  • 31 views
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I have a CRM application with an opportunities table.  I have a pie chart that is creating a win/loss ratio for me and works great.  I created some dynamic filters for Client Market and Project Type so that i can gain filtered sets of win/loss data based on those filters.  Again it works great.

So how do I apply those dynamic filters to a dashboard?  Or in an easily configured way, maybe via links?  So if I am user and want to see my win/loss ratio I can go to a dashboard page with the win/loss ratio configured for different scenarios and not have to click into the full report and click on the dynamic filtering?

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Ivan Weiss
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  • DonLarson
  • Quickbase Alumni
  • November 26, 2019
Ivan,

There is a thread right now that Mark Schnier is answering that will solve this one for you.

https://community.quickbase.com/communities/community-home/digestviewer/viewthread?GroupId=103&MessageKey=eb1b232c-3b23-4690-ab27-5dcec1aa36e9&CommunityKey=d860b0f8-6a48-487b-b346-44c47a19a804&tab=digestviewer&ReturnUrl=%2fcommunities%2fcommunity-home%2fdigestviewer%3fcommunitykey%3dd860b0f8-6a48-487b-b346-44c47a19a804%26tab%3ddigestviewer

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Don Larson
Paasporter
Westlake OH
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