Multiple Tables Report
Hi all, I have three project tables from different business units, each with fields for contract value, contract date, and other details. We want to create a dashboard with reports combining the data from all three tables. What is the most efficient way to achieve this? Does anyone have any suggestions? Thanks!
Create a Dashboard from Multiple Reports with Similar Fields
Hello, For context: I have 3 separate tables to manage research study data. Let's call them Study 1, Study 2, and Study 3. Each study has follow-up visits at different designated Timepoints. Some Timepoints has a ± 7-day window, and other Timepoints have a± 14-day window for when the visit can take place. For example: Study 1, Patient Timepoints Patient ID Start Date 1-Month Window 3-Month Window 001 01/01/2024 01/24 - 02/07 03/25 - 04/08 002 02/01/2024 02/23 - 03/07 04/24 - 05/08 003 03/01/2024 03/24 - 04/07 05/25 - 06/08 I have fields in each table to calculate each of the Timepoint Start and End Dates based on the patient's start date (1M Start Date, 1M End Date; 3M Start Date, 3M End Date; etc.). I then combined each timepoint's start date + end date into one field to minimize the number of fields in my report (1M Window). Lastly, I added a formula-text field that returns the Current Timepoint each patient is in, example:1-Month Visit, 3-Month Visit (when the patient is within a timepoint);or 1-Month Upcoming, 3-Month Upcoming (when the patient is in between timepoints). This allowed me to create a custom report within each Trial/Table filtered for just the patients who areactive within a timepoint. I am trying to figure out how to consolidate the custom reports into one dashboard. The problem is, although each trial has identical field names, the fields are calculated differently due to different timepoints and different windows. Any ideas of how I can create a dashboard/report to show all active patients and their windows across all trials?
Column Widths on Dashboard Reports
Good morning, I have a dashboard that we use to take a screen shot to send out updates. Suddenly, one of my reports does not fit, as the columns are wider. I read someone else's post about dragging the column width. This works in the actual report, but they are still too big on the dashboard version. I saved the report, then deleted and added it back to the dashboard, but it doesn't stick. Any suggestions? Thank you, Kim ------------------------------ Kim ------------------------------Dropdown reports list for homepage?
I typically use buttons on my app's homepage to give users quick access to the reports they need. I now have a scenario where it'd be really useful to have a list of reports accessible via a dropdown menu on the homepage. Is this possible? I can't find a way to do it, so I'm guessing that if it is possible, it's going to be complicated - but asking here just in case there's a widget I'm somehow missing. I can achieve the same thing via a bunch of buttons (or a single button and getting my users to filter), but a dropdown would look 'tidier'. While on the topic of making reports accessible from an app's homepage - am I understanding correctly that if you use the Reports List widget, that widget will display ALL the reports in the selected table(s), or is there a way to limit the list to specific reports?
Dashboard Web Widgit
I followed Kirk Trachy's steps in the YouTube Video "Embedding OneDrive Files in Quickbase". Clicked on the preview in the Pages folder, the data was there... copied the preview URL, then placed that into a Web Widgit... and nothing! Why can I see the data in the Pages Preview, but not on the dashboard??
How to embed grid edit reports onto a Dashboard
Is there a way to embed grid edit reports onto a Dashboard page? Use Case: Project Managers would like to have a dashboard page, filtered by their impacted projects that displays 3 side by side grid edit reports to quickly Edit Decisions, Risks and Actions, which when saved would immediately recalculate dashboard gauges. Considerations: Opening a table report and editing from there within the dashboard is very clunky and only one table at a time. I recognize I could easily build a form that would enable embedded child tables, but then lose the ability to filter the parent table records. What am I missing? ------------------------------ Annetta Coleman ------------------------------Display total records in report on homepage
I have a number of Table Reports shown on the homepage of our app. When you display Full report for these reports, it shows a numeric summary of how many records are being displayed. (in the top right, above the table.) I'd like that number to appear with the report when it is displayed on the homepage. It doesn't matter to me whether the number appears above or below the table. These tables are displaying only text so I haven't been able to figure out a way to get a total at the bottom which adds up the above entries. I'd hate to make another column which just has "1" in it and then that total is added at the bottom. How can I get that number of records in a report to display on the reports which are embedded on my homepage? ------------------------------ Stephen Jackson ------------------------------Dashboard Report
Strangest thing! On the dashboard I have a Summary Report for Revenue for the Year. I can click the Month (the Columns) and I can pull up the drilldown report for that specific month. However; if I click the Retailer (the Rows), or the $ amount in the month the drilldown report states "no records found". I can go into the Revenue folder and access the report there and everything functions as it should. Any clues???
