Viewing a report from one table in another table

Question

I see that this has been answered a couple of times before, but I am not implementing something correctly and am unable to get it working based on the given answers.

I am trying to use a report from another app (records) on the home page of the desired app (flights). I created a formula-numeric field (link to records) equal to 1 on tables in both apps and then created a report link to the desired table (certifications) within a table in the flights app using the "link to records" fields as the field relationship.

When I go to add a report to the home page, none of the reports from the "records" app are visible. Only those from within the "flights" app. Obviously I am doing something wrong, but I have no idea what.

KevinSlider · Answer

Hello Dante,
When you added the report link, it does link data in one apps table to another apps data. You are then able to apply a report from the other application to the report link on the form element of the report link. This will work to show embedded data on the form based off of the report link relationship details. You cannot add this report to a dashboard however, as the report exists in the alternate application. This may help record by record, but does not allow the report to be used on the dashboard.

If you want a report displayed in one application from another on the dashboard, you could add a web page widget to link to a report in that application. It will have the banners as well. You can add html to iframe a report.

Alternately, you may add a link to the target report in the other application. Another way to surface data from app to app is a quickbase sync, which will keep the data in sync from one app to another.

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