Is there a better way? Report filter where user list includes current user
The way I solve the following issue, doesn't feel like the best way. It seems like there should be a simpler solution. On my reports, often have scenarios where I have a user list field, and simply want a filter: If the [User List] includes the current user. This is not an option, so I end up making a formula list user field, that is: Touserlist(User()) Then my filter is: If the [User List] includes the users in the field [Current User List]. Is there an easier way? ------------------------------ Mike Tamoush ------------------------------
number of rows displayed per page in table report
For some reason I can't find any details for how to change number of rows displayed per page for particular table report (and if it even possible). What makes me more wondering - different reports for the same table may display different numbers of rows: 50, or 100, or 200.
Filtering Summary Reports
Hello! I have a table with the following fields: Name (text) Check-in Period (date) Pulse (Numeric) I would like to have a report that shows ONLY employees whose average pulse over the current month and previous 2 months is less than or equal to 3. Currently, I've set up a summary report (see Current Summary Report & Current Summary Report Settings in attachment) to show the average pulse for the current month and previous 2 months. I'm struggling to filter the summary report to only show records where the average pulse is less than or equal to 3 (see Current Summary Report - I would like Employee 4 to be excluded since their average is above 3). Using the normal filter options, if I set up an additional filter to include only records with a pulse of less than or equal to 3, it filters out the individual records so they aren't included in the summarized data. For example, in Drilldown Report into Employee Name 2, the record on 03-26-2022 with a pulse of 4 would be filtered out, which would then change the average on the summary report. Any help would be much appreciated! ------------------------------ Addie Brunson ------------------------------Map Report
I would love to use a map report to see how many clients come from each zip code, but currently the map will only show the first 100 clients. Is there a workaround for this where I could have each pin represent 50 clients? Or even just have one pin per zip code and hovering over will show the number of clients? I would really love to be able to have a visual element for this data, and my current summary report is long and clunky. Thank you so much! ------------------------------ Hunter Collins ------------------------------
How to see when a report was created & who created it
I am trying to see if I can find out when a report was created, & what user created it. I know that information is found at the bottom of the page in the tables, but I can't figure it out for the reports. ------------------------------ Laura Diak ------------------------------
Using Timelines
Hello, Is there anyway to add a current date line to a timeline to make a Gantt Chart? In addition is there a way to add vertical lines to separate quarters/months/days? To help define more clearly status locations on the timeline. ------------------------------ Logan Boudreaux ------------------------------
How can we email a custom dashboard page as a subscription?
I've found that sometimes users prefer dashboards to multiple emailed reports. How can I email the users a dashboard page I have created that includes a couple of summary reports, a chart as well as one full report in an email subscription? Is this possible with native QB? If yes, where is the setting option? I'm only seeing a report drop down in subscriptions. I'm not seeing a similar option to select a page . Thanks in advance for any direction/suggestions.Record limit when searching table
On any given table, when searching for records by separating values with " OR ", I'm hitting a limit of 50 results. I cannot find anything in personal settings or admin settings that addresses this limitation. I also don't see any discussions or references to this in documentation. My org does have a developer that seems to not have the limitation, but neither of us is able to identify any applicable role permissions or settings that could be causing the issue. Has anyone experienced this?
