Weekly User Activity Report

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I am needing to build a report that provides a weekly activity report showing what users have done between several tables in the same app, from tasks to updating opportunities. What is the best way to show these results?

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Greg

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Posted 5 years ago

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I'm assuming that you want to have a single "page or "report" with updates from several tables.

How about this for an idea - its like a personal dashboard by user.

Make a table of your users and make the Key field the User Table.

Make relationships to each detail table based on the User Key field and the [last modified] field on each respective table.

Put the report link field from each relationship on the user record and then make a nice report on each child table to use on the form. The report should filter for the date range, but NOT the user - the Report link field will do that User filter automatically.
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Polina

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Dear Mark,

Thank you for that idea! But could you please clarify what do you mean by User Table? You should enter each table used by user? But then how it could be Key field if several users could use the same table?

Thanks in advance,
Polina
By "User Table" I mean a single table holding a list of all your users. You would need to enter all your users into this table.

Then for each detail table where you need to control access, you need to have a relationship back to that User Table to pull down the lookup field for the Cuttent User's department., unless you can pull that field down from a Parent Table.
Sorry, that comment above does not apply to your question. Let me post again.
Just getting back to this now, as I was out of range if the internet while traveling.

I'm suggesting that you create a report for each table of "Recent Activity".   Then use the steps I described above and embed those reports on the a User Record. Each user will need their own record. Key field us userid.
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Polina

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Thanks a lot! I'm new to QuickBase, so I have questions again.
1. How to define last modified field? Is there any formula? I couldn't find it... The only way I think could work is to create in each report calculated field Today(), compare dates and show only fields changed last week/month. Is that it?
2. I still don't get how to link modified tables reports with Users table. With Users table all is clear. But with modification reports? I have a column Last Modified By, how could I link it with UserID? How UserID could be the primary key for report table, if the value won't be unique, since the same user could modify different fields?
I'making the assumption here that it's good enough to have reports for each table which are based on a filter like [Date Modified] is on or after 7 days ago. So that would be how you define recent activity.

I suggest that you make that one report for one table with no other filter than that date filter I described.

As for the Relationship, well the Key Field if the Table if Users would be set to be the Userid, and the field [Last Modified by] in your details table is also a User field, so you can make a relationship between them.
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Polina

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Could you explain about this relationship in more details? How to link [Last Modified By] in details table with User Name in master table?
[Last Modified By] should be the reference field? I couldn't choose it though, only "Related User", which provides automatically. Or should I use some formula? I'm sorry, maybe it's Friday, so I'm too slow :)
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Polina

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I'm sorry, everything is fine now! Thank you very much!
Yea!
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Bob

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Hi Mark, how would I do this same type of thing...having  table for example pulling in reports created in several other tables but I want this table to have all the reports populate based on a user select field that I can populate at the top of the record in a field and then it will pull the reports based on the user i selected for that record...I called the table daily assignments by the way, and it pulls reports from assigned tasks table, related customer notes table, related customer project pictures table, current payroll paysheet table, weekly shop tasks table and etc,
Its probably better to post a question like this as a new question and reference this one so more people see it.  But I did see your post.

If you make the Table of Users with Key field Userid,  and create the fields for your report parameters.

Then in Table for Assigned tasks, create a Formula User field with formula of User().  That will return the Current User.  Then make a relationship back to Users table where I User has many Assigned Tasks based on that formula user field as the reference field on the right.

Pull down your parameters down to the Assigned tasks and build report(s) based on those parameters.

On the User Table, (Daily Assignments), you will need to make a Report Link field to get the Assigned Tasks on the record.  You can base the report link field also on those two User fields respectively in each record.  Then choose the report that you just built as the report for the Form.