Create a Dashboard from Multiple Reports with Similar Fields
Hello, For context: I have 3 separate tables to manage research study data. Let's call them Study 1, Study 2, and Study 3. Each study has follow-up visits at different designated Timepoints. Some Timepoints has a ± 7-day window, and other Timepoints have a± 14-day window for when the visit can take place. For example: Study 1, Patient Timepoints Patient ID Start Date 1-Month Window 3-Month Window 001 01/01/2024 01/24 - 02/07 03/25 - 04/08 002 02/01/2024 02/23 - 03/07 04/24 - 05/08 003 03/01/2024 03/24 - 04/07 05/25 - 06/08 I have fields in each table to calculate each of the Timepoint Start and End Dates based on the patient's start date (1M Start Date, 1M End Date; 3M Start Date, 3M End Date; etc.). I then combined each timepoint's start date + end date into one field to minimize the number of fields in my report (1M Window). Lastly, I added a formula-text field that returns the Current Timepoint each patient is in, example:1-Month Visit, 3-Month Visit (when the patient is within a timepoint);or 1-Month Upcoming, 3-Month Upcoming (when the patient is in between timepoints). This allowed me to create a custom report within each Trial/Table filtered for just the patients who areactive within a timepoint. I am trying to figure out how to consolidate the custom reports into one dashboard. The problem is, although each trial has identical field names, the fields are calculated differently due to different timepoints and different windows. Any ideas of how I can create a dashboard/report to show all active patients and their windows across all trials?25Views0likes1CommentDropdown reports list for homepage?
I typically use buttons on my app's homepage to give users quick access to the reports they need. I now have a scenario where it'd be really useful to have a list of reports accessible via a dropdown menu on the homepage. Is this possible? I can't find a way to do it, so I'm guessing that if it is possible, it's going to be complicated - but asking here just in case there's a widget I'm somehow missing. I can achieve the same thing via a bunch of buttons (or a single button and getting my users to filter), but a dropdown would look 'tidier'. While on the topic of making reports accessible from an app's homepage - am I understanding correctly that if you use the Reports List widget, that widget will display ALL the reports in the selected table(s), or is there a way to limit the list to specific reports?22Views0likes1CommentColumn Widths on Dashboard Reports
Good morning, I have a dashboard that we use to take a screen shot to send out updates. Suddenly, one of my reports does not fit, as the columns are wider. I read someone else's post about dragging the column width. This works in the actual report, but they are still too big on the dashboard version. I saved the report, then deleted and added it back to the dashboard, but it doesn't stick. Any suggestions? Thank you, Kim ------------------------------ Kim ------------------------------12Views0likes3CommentsCreating User Specific Homepages/Dashboards for individual users in a role.
We are a small business and most of our user wear at least 2 hats - the primary role and then a backup role. Our situation is we a have Role defined as Human Resources with 2 users - the HR and the AP person. We have developed our table/reports/form access permissions based on the Role - Human Resources. We want the HR user to login in to the HR Home Dashboard by default and the AP person to login to the AP Home Dashboard by default. Currently all user in the Human Resources Role will see the HR Home dashboard by default. How do I change the home page to be user specific? I am a relatively new user to Quick Base, so I may be overlooking somethig pretty straight forward. Thanks for you help ------------------------------ Clark McMurtry Robishaw Engineering, Inc Houston, TX ------------------------------9Views0likes1CommentHow to embed grid edit reports onto a Dashboard
Is there a way to embed grid edit reports onto a Dashboard page? Use Case: Project Managers would like to have a dashboard page, filtered by their impacted projects that displays 3 side by side grid edit reports to quickly Edit Decisions, Risks and Actions, which when saved would immediately recalculate dashboard gauges. Considerations: Opening a table report and editing from there within the dashboard is very clunky and only one table at a time. I recognize I could easily build a form that would enable embedded child tables, but then lose the ability to filter the parent table records. What am I missing? ------------------------------ Annetta Coleman ------------------------------8Views0likes2CommentsKPI Blocks on the new dashboard - reducing decimals
I created a new KPI block on the dashboard against a gauge chart for the average against a formula number field. On the gauge it shows a huge number of decimal, and that is brought over to the dashboard even though I have it set to only one decimal place. Any idea how I can fix this so it just shows to the nearest whole number? ------------------------------ Sean Boat-Moore Manager SMB Development Project Management Office and Quality Control NCR Corporation sean.boat-moore@ncr.com | ncr.com ------------------------------5Views0likes6CommentsLink to new dashboard view from current Home Page
Is there a way to point to the new dashboard from a link or button widget from a current page. It does not look like the new dashboards are available just the home pages. I want to be able to keep a current page view but have a link that points to a new dashboard view. Is that possible now ? ------------------------------ Jerome Mitchell ------------------------------4Views0likes8CommentsWhat is the default home page for a user with more than one role in a application?
Hi All, Whenever I assign two different roles for a particular user(Access via Individual) the lower-priority role's home page is displayed as a home page for the user. I override the role between Admin and Viewer(The roles are QuickBase default roles, the permissions are also set as default, and admin is set as the default role for my application). But according to the QuickBase help guide, the higher priority role's home page should be displayed as a home page for the user. But when I override the lower priority role's home page is displayed as a home page for the user. What is the expected behavior here? Reorder Role Priorities Quickbase Help remove preview Reorder Role Priorities Roles determine what a user can see and do inside an application. But what happens when roles collide? It's possible for a user to have multiple roles within the same application. For example, say a user belongs to two groups, and you've granted both groups access to your application but with different roles. View this on Quickbase Help > ------------------------------ Amir Sohel ------------------------------4Views0likes2CommentsNew Dashboard Date Filters
I have created a dashboard in the new Dashboard pages. I have several charts on the dashboard and I would like the filter for the charts to default to the date range of the previous month. The filters go blank every time you go back into the home page and do not keep the filters. I can't build it into the report because I want them to be able to select a date range as well, but for it to default to the prior month. Has anyone found a work around for this issue? ------------------------------ Amber Goodman ------------------------------4Views0likes2CommentsIs there a way to print the Dashboard with just the widgets into .pdf format?
I have multiple charts and reports from different table displayed in my Dashboard and I wanted to download it as a .pdf file and email it. Is it possible for me to do that? ------------------------------ Srinath MR ------------------------------4Views0likes0Comments