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Preparing Quarterly Reports for Executives

  • December 7, 2019
  • 0 replies
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I need to prepare a bunch of reports for executives as part of a quarterly meeting. They are built but require various dynamic filters and the ability to be compiled to one area vs execs searching for multiple reports. Any way to do this or best practices others are using?

Each report also has some different views based on who gets it so it's not even five of the same. Real pain manually.

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Ivan Weiss
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MarkShnierYou
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Would it be a solution if you could have a dashboard full of a whole bunch of reports and be able to globally apply the same filters to that set of reports all at once?

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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
AdamKeever1
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  • AdamKeever1
  • Registered
  • December 9, 2019
Eloyse Ellerman shared an app on the exchange that utilizes a filtered report on a dashboard to apply the filter selection to all of the reports on the dashboard and only show data for the current user. Here is a link:

Dynamic Dashboard

She starts with three related tables, a circular relationship between departments and filters and one department to many activities:

The filters table is a list of users associated to departments:


She creates a 'User Filter' summary field in the one departments to many filters relationship:

She sets the proxy field to department and only summarizes data where user is current user:

Then she add the 'User Filter' field as a lookup in the one filter to many departments relationship:


Next she does a lookup on the lookup in the one departments to many activities relationship:

Finally she applies filters to the dashboard reports where department is equal to the value in the lookup of the lookup:

IIt's pretty slick. You might be able to use this for your needs allowing the Exec's to just navigate to a dashboard and see what they need to see with little additional effort.


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Adam Keever
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