how can I get a report to show on another table

  • 0
  • 1
  • Question
  • Updated 3 years ago
  • Answered

Is there a way I can get a report from one table to show up on another table as is?

Photo of Cecelia


  • 180 Points 100 badge 2x thumb

Posted 3 years ago

  • 0
  • 1
Yes, a Report Link field type can put any report on any table,  Similar to how child record typically show up on a Parent record form, however, you do not need to have a Relationship to have a Report Link field.

For example you want a report called List all Open Tickets to show up on a record on a table called Key Measures (perhaps in a different application).  

Make a field on the Key Measures table where the report will go called [Link to all Tickets (=1)] as a formula numeric field with a formula of 1.  Make the identical field on the Tickets table.

Create a report Link field on the Key Measures table and configure the two matching fields to be those two fields  [Link to all Tickets (=1)] fields.