We have quite a few Apps. In those Apps we have quite a few tables. In those tables we have quite a few Reports.
Looking at the report management page I notice a couple items that make Users nervous to remove old reports.
#1. the report doesn't show if it is used in a form.
#2. the report doesn't show if it is used in a Notification.
#3. the report doesn't show if an external getter is using it to pull a table subset.
I'm sure there are more but I didn't come here to complain this time. I have a management processโโ question to the Admin level Users who actually manage reports.
Have you found a foolproof way to determine if a report is in use?
What steps do you take to ensure before hitting the delete button you don't have to put it back and apologize?
Have you found any markers that are not obvious, API calls.
Because of my personality, I like to go through and review reports and then delete the ones that haven't been used since 2015 and only opened once. Problem is, the qb metrics are not reliable. So I find myself picking a report, checking Notifications, relationships, forms and then looking at our external data tools as well.
Any thoughts or ideas on how to manage this are appreciated.
------------------------------
Jim Harrison
------------------------------
Sign up
Already have an account? Login
Login to the community
Login with Quickbase US โ quickbase.com Login with Quickbase EU โ quickbase.eu
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.