Showing dynamic fields on a report?
My app has a number of dynamic fields that show based on a location field. Everything is working properly. Except, when I just click the eyeball to view the record, I only see the fields that are mandatory on the default report. I know I can open it to see it all, but is there a way to get these additional fields to show? Ideally only fields that are either populated OR the dynamic fields from the actual form that show based on that location. I do see the location as being set on the default report. Can this be done with a report at all? If not the default can I create a new report that will allow me to show these fields and link to it from another report? I have a report on the front page for all new entries and another for new entries that week.33Views0likes5CommentsTable Home Page report
I need to have a report on my home page that has filters but I want to protect it from having users make changes to it. I have the report on the table home page and users utilize the filters available and oftentimes, because they are given the option, will save their changes and in doing so not make it usable for others (because they have filtered out other users/offices data). How can I have the report available to everyone, but not editable?19Views0likes2CommentsReport to Show or Not Show Record
I am trying to create a report that will display records with the following rules. Each record has a date field (30DayReview). The record also has an "Approved" Checkbox and a formula checkbox that is checked only if a document is uploaded to a File attachement field. Currently the record shows in the report When the Approved checkbox is checked. When a document is uploaded to the attachment field, the formula checkbox field becomes checked and is dropped from the report. This is working. I would like to add the option to over ride the current rules with one rule saying that if the "30DayReview" field is older than 70 days in the past simply drop the record from the report regardless if the other rules are true. Here is where I am at: On my Test record the "30DayReview" Date field is set to 06-01-2024 12:00AM well outside of the 70 days in the past. The Approved checkbox is checked. The Formula checkbox field is unchecked. Wondering why my record is still showing in the report.7Views0likes1CommentLimit the number of displayed rows in reports when editable on the form
I'd like to limit the number of rows displayed on a report to only rows where data already exists. I have several forms where a report is editable whenever displayed on a form in edit mode. The risk is that users can type in those rows. I've done scenario testing and I can see how a user could create some problems that will actually get them locked into a no win scenario where they are in conflict with form rules and unable to remove the extra rows created while unable to proceed. It's particularly true if one of the fields is a required field. Obviously orphans can occur if they have to close the browser. Below is a screenshot of an example where the report renders 3 rows but shows 4 additional rows. Is there a way to limit editable rows to only those already containing data when rendered?59Views0likes2CommentsReport to Search for text in a Text Field?
I am wondering if it is possible to create a report that asks the user for a value to be found in a multiline text field. For instance, when I click to generate the report a field will display asking what you would like to search for. If I entered the value "Jason", it would search all records that have the word "Jason" in a particular text field. Is this possible? Brian33Views0likes2CommentsHide "Full Report" and other report options
I have a read only report displayed in several places where IForms is used to supports user access to just what they need. Unfortunately, at the top of all reports there's a remaining set of links I can't seem to hide. Full report is at the left and you see in the screenshot there are others. I looked for any content on the subject but it seems to be years old and I don't believe the question has been posed recently. Is there yet a way to display a report suppress these features?8Views0likes0CommentsCan subscription reports be sent to multiple recipients in same message
I'm finding that when I select a group of users to receive a report subscription, the email is sent separately to each recipient. This is not terribly useful for management reports. I would like the group of recipients to be included on the message together, so that users can "reply-all" and discuss, ask questions of the data in the report. Is there a way to accomplish this in subscription settings? Thanks, Mike26Views0likes2CommentsConvert "Report" to "Chart Report"
Apologies if this has been covered elsewhere, couldn't find any help articles or posts that covered this via search. I have reports I've built with filters (that take a while to click and set). Looking for ways to take an existing report, copy the settings, but select another type of report or another type of chart without having to reprogram all of the filters and report settings from scratch each time. Can I: Take an existing Report and convert it into a Chart Report? Take an existing Report and convert it into another type of report? Take an existing Chart Report and convert it into another type of Chart Report? Thanks, Mike39Views0likes4CommentsSummary report cross tab sort?
Working in a Business management app of multiple companies with all their job info/history. Have created a summary report showing monthly revenue and GP %, with the columns grouped by month so the total rows are YTD totals for each customer. Is there a way to make it only display top 15 customers? It is auto set to alphabetical with sorting disabled because of the cross tab sort... Ideally i could sort them high to low by the YTD total rows, but it is not an option. Any ideas how to navigate this? Some companies have 100+ customers so it looks horrible as is.34Views0likes2Comments