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 ------------------------------
Can I create a filed/report to show the size of attachments?
Hi there, As my quickbase attachments space is reaching the storage limit, I hope to check all my documents by size and start to remove the largest files. I can sort all documents by the date, by name, or by other fields. However, I was wondering can I create a field to show the size of the files? Like, we can sort emails by attachment size and delete those largest. Thank you. ------------------------------ Ning W ------------------------------
Total Field or Column Header Colorization in a Summary Report
Hello, I have a summary report shown below, 1 of 9 that I'm building. Each of these summary reports takes a particular set of Statuses and totals them. Each total OR column headers will need to be colorized (red, yellow or green) and placed on our Homepage Dash. These status totals are not related to any dates or timelines. They are used for showing the total $ amount of insurance policies that were entered for the previous month, current month and next month by status. For example, the report above shows policies from the previous month. It would be amazing if I could make the Status and Annual TP column header red, given these totals represent policies that were Declined, Surrendered, Withdrawn etc. My next report would then be colorized yellow for policies that have a different set of statuses, then green column headers for policies for example that have been paid. Hope this makes sense! I'm open to any suggestions. Thanks for any help!
How do I Default back to old style of Table Report -
In one app I checked to view a table report in the New Style (beta). Now every report I view in any of the many apps I manage defaults to the New Style. I do not like this new style as all of the dynamic filters disappear from all of the existing reports. How do I change the default back to the "old" style. I have been fielding questions from customers today for they too are asking how to switch their default back. Not very friendly. ------------------------------ Suzy Kania ------------------------------
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.
Report Using Multiple Tables
Hi Everyone, Is there a way to create a chart, that pulls in data from multiple table? I'm trying to create a Pie chart showing a count of On Time / Late proposals. This information is stored on four different tables. Any help would be appreciated. ------------------------------ Terri Wells ------------------------------
Empty left column in embedded report in exact form
How to remove first column (edit / view) for embedded report in exact form. I am using this ~=qdb.GetURL("bhjz7apud", "API_GenResultsTable^query={'13'.EX.'"+field["Record ID#"]+"'}^clist=6.10.14.26^opts=nos.ned.nvw.");~ for embedding the report. But my problem is one empty column is appearing on left side. Please help
Creating reports that show only the columns where values are present
Hi Everyone, We get bids from vendor on projects (RFPs). For each project we end up having different information submitted. As a result we often end up with an embedded table on the project record where only 10/40 fields have any information Users are annoyed that they have to look at so many empty fields. Is there a way to display only the columns in a report if values are present? For example, if the project has no value for "Rent" in any of the projects related "Bid" records, don't show the "Rent" Field in the project's embedded report. I realize that we could achieve this by having multiple reports, however, we've come to the conclusion this would require maintaining over 200 reports, so we're looking for another solution. Thanks! ------------------------------ Jake R ------------------------------
