Custom Embedded Reports in Different Tables
Hello, I want to embed a custom report from one table (table 1) into another table (table 2), the two tables have a relationship and table 1 is the child of table 2. I've looked at all the availabl...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendReport Link fields are typically used as a Form Element when viewing a single record on a form so that you can see the children of a Parent Record right in the Parent Record.
Suppose you have an application with two tables. One project has many tasks.
Typically there will be a Report Link link field called Tasks which is configured to match up the value in the Record ID# field the Project with the value in the Related Task field in the Tasks table.
If you put that Report Link Field on the form of the project then when viewing a single project record on a form you will see an embedded report of all the tasks. You also have an opportunity on the form to select the report which is being used for the embedded report. Most commonly this embedded report is not a filtered report. But the report link filled with automatically filter so that only the test for that particular project will appear on the project record.
I should also mention that it is not necessary to have a relationship to use a report link field. The report link field simply wants to run a report and will match up the values two fields which are configured in its properties.
Give it a try and post back if you have any more questions.
link
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Suppose you have an application with two tables. One project has many tasks.
Typically there will be a Report Link link field called Tasks which is configured to match up the value in the Record ID# field the Project with the value in the Related Task field in the Tasks table.
If you put that Report Link Field on the form of the project then when viewing a single project record on a form you will see an embedded report of all the tasks. You also have an opportunity on the form to select the report which is being used for the embedded report. Most commonly this embedded report is not a filtered report. But the report link filled with automatically filter so that only the test for that particular project will appear on the project record.
I should also mention that it is not necessary to have a relationship to use a report link field. The report link field simply wants to run a report and will match up the values two fields which are configured in its properties.
Give it a try and post back if you have any more questions.
link
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Hello Mark,
Thank you for your response. I subsequently noticed that I had the option to embed the custom reports for another table and looked in properties of the report link and found that the field relationship was incorrect, I corrected to 'table 1: Related table' and it worked.
Many thanks again.
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Keji Dalemo
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Thank you for your response. I subsequently noticed that I had the option to embed the custom reports for another table and looked in properties of the report link and found that the field relationship was incorrect, I corrected to 'table 1: Related table' and it worked.
Many thanks again.
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Keji Dalemo
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