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Question

Report Link to a specific report

  • October 27, 2019
  • 0 replies
  • 51 views

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Hello, I want to create two report links above my tasks view on my projects table.  I want them to display a report of cancelled and completed tasks respectively.

My Projects table is related to my tasks table (A project has many tasks)
It views on the projects table all of the active/open projects.  

I created two fields for report links set to match the project number (my key) to "related project" in the tasks table.  The link works and takes me to the appropriate task list, but it defaults to my default table view.  How do I set it to show my report showing only completed or cancelled tasks?

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Ivan Weiss
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MarkShnierYou
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np
Just make your perfect report showing the columns on the sort that you want filtered only on say completed tasks.

Then go to the form properties for that report link field and instead of letting it use the default report, use instead that report that your built. 

I suggest when you build the report that you make it viewable by no roles at all, and give it a name like "used on projects for completed tasks"

That way nobody (including you!!) will accidentally change the report and repurpose it for another use.



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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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