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Question

Report Link vs Embedded Table

  • April 24, 2023
  • 0 replies
  • 474 views

Probably easy for you, what is the difference between a "Report Link" and an "Embedded Table" it feels like they are the same thing, and I am having issues creating a "Report Link" that actually works. Probably making this harder than I should, but figured maybe you can point me in the correct direction.



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Michelle Craig
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MarkShnierYou
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  • Quickbase Alumni
  • April 24, 2023

A Report Link is a field type where you configure the left and right panels on the field Properties and it creates a link to a set of records from another table.

Then typically, that field will be put on a form and have the Form Properties set to display those records on the form as an embedded table.  That Embedded table can optionally be pointed to a particular report to add additions filters if desired (say an embedded report of "Active" contacts on a client record), and the report can control the columns and the sort and in fact can be any report type including summary reports and charts.  But typically when someone says an embedded table they mean a Report Link field put on the form and the form is set to display those records in a regular vanilla table report which just lists the records.  



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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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