Snapshot a Report in Time
Hello All, I have a table A as the parent table and then I have the table b as the data which is a sync table that gets updated every month. I am trying to figure out how to snapshot a summary report and keep the data from changing. I am doing an analysis of some data and I want to keep that data the same when I come back to it a months from now. Table b is the summary report that I am trying to snapshot at the time I create the record in table A. Looking for any good ideas on how to do that? Thanks Jen
Default setting to open in same page for Reports
Hi, Is there a way for my app settings to automatically default to 'open in the same page' when editing a report? I know how to change the setting within the field itself but not when editing a report record. This ends up with a host of tabs open in my browser vs. staying within the project record itself.
Gauge Report for action items - Goal 0
Looking to have a gauge chart with 0 entries being what good looks like. We are using it to identify action items for our team. As QuickBase won't allow you to have your start larger than your goal, and results displaying based on a percentage, it makes setting the colors for the gauge super challenging as well. Any suggestions?
QuickBase Reports Help
Hi all, new to QuickBase but not new to database tools. I'm trying to build a specific report within QuickBase. In Tableau it's called a Bowling Sheet. A non-propriety example looks like this: https://www.allaboutlean.com/wp-content/uploads/2025/01/Bowler-Chart-Example3.png Ive been able to get sort of close in QuickBase by using the Summary Report, and I can group columns by Month to achieve the same result, but my issue is that it's giving me a COUNT of the data that's being reported instead of the actual value of that data. I'm sure it's something stupid/easy that I'm overlooking, but I'm stumped. Any help would be appreciated.Embedded New Grid Edit Reports: Filters & Sorting Not Available in Edit Mode?
Hi everyone, I'm running into an issue with embedded New Grid Edit reports on a form and wanted to see if others have experienced the same thing. When the parent form is in Edit mode, the embedded New Grid Edit report does not allow filtering or sorting. However, when the parent form is in View mode, the same embedded report does allow filtering and sorting. Is this an expected limitation of New Grid Edit reports, or is it a bug? My use case is that users need to select records from a potentially large list using inline editing (checkboxes). Without filters or search, they have to scroll through many records, which defeats much of the purpose of inline editing. Has anyone found a workaround or implemented a better pattern for this scenario? I'd really appreciate any suggestions or confirmation on whether this is simply a current product limitation. Thanks in advance!
Calculate Team percentage from individual percentages
I have a table and report where we calculate each employee's individual capacity percentage by adding up the hours they have placed into a table and dividing it by 40. I now need to take those employees and show the same type of percentage but based off each manager. So if Team A has 4 people, Team B has 5 and Team C has 3, how can I show the team's percentage in a report?Chart report name not existing in dashboard if there's no records
Has anyone had a fix to have a report name on the dashboard assuming the chart report is empty and there's no records to show. I would like to know the report without having to view the full report. This is how it is displayed. I know I can create a richtext above the report to show the report title but that's not an efficient way to use the field and also it will look weird when the report has data since there will be two titles and there are not rules to defy this.
Daily Auto Email By Job Number
I have this daily report (see attached) that changes every day. I would like to email this automatically each evening at 4:00 PM to myself, but, want each project number to have its own separate email with the job number in the title of the email. Any suggestions on how to go about this? (Ex. using the attached document, for this particular day, I would have 3 emails total: project 12346 with 1 ticket listed, 199990 with 1 ticket listed and 12345 with 2 tickets listed.)
Line Chart drops to 0 on missing dates (Sparse Data) - How to interpolate?
I am trying to plot a Risk History line chart over time. I want the line to connect from the last known value to the current value, bridging the gap over dates where no record exists. The Setup: Table: Risk History (Child table) Fields: [Snapshot Date], [Risk Name], [Risk Score] Data Structure: The data is "Sparse." I only have a row for a specific date if a snapshot was taken for that specific Risk. Example: Risk A has rows for Jan 1 and Jan 5. Risk B has a row for Jan 3. The Problem: When I use a standard Line Chart, the X-axis includes "Jan 3" because Risk B has data there. However, because Risk A has no record for Jan 3, the chart forces Risk A’s value to 0 (or null), causing the line to plummet to the bottom and then shoot back up on Jan 5. What I’ve Tried: Filtering: I tried filtering the report to [Risk Score] != 0 or null. This didn't work, presumably because there is no record to filter; the chart engine is generating the "0" because the data is missing. Scatter Plot: I switched the chart type to a Scatter Plot, The 0 value still shows. My Question: Is there a native setting in the Line Chart to "Connect line segments across missing values" or to ignore missing categories instead of treating them as zero? Or is the only solution to change my data strategy to "Dense Snapshotting" (using a Pipeline to create a row for every active risk every single day)? Thank you
