Subscription Reports in emails
I have so many complaints from users and receivers that the reports that are being sent out automatically are horrible looking because it's in the new style. When I even click off that green toggle and send manually it comes out the new style. Is there any way anyone has fixed this horrible reports? I have searched on here and I know lots of people years ago hated it then when it was released. Since I started the new email that can be sent out to non QB users the format is horrible. Maybe I need to go back to the way I use to do it- send it to me and forward out the email. PIA that is..... I was also told that if I bought the extended package that QB offers they could fix those reports. I highly doubt it. thanks for any insight - I think it's a long shot21Views0likes5CommentsTrying to set dynamic filters for List All Report
I have a List All report that I'd like to change from the default filters. When I select the desired fields - Custodian Number, Custodian Name and Quarter - and Save, the filters appear as I want them. But when I leave the app and come back later, the filters are back to the defaults even though Custodian Number, Custodian Name and Quarter are still specified in the Dynamic Filter section. Do I need to make a copy of the List All report to get this to work? Or is there something I'm missing? Thanks!6Views0likes1CommentReporting to identify blank or missing data
Hello! I am wanting to create a report that easily identifies missing data/blank fields in my app. Most of these are text fields, but we have some numeric and date fields as well. In short, we want to monitor that data is being effectively entered without making every field mandatory. I would love if I could just run a summary report based on blank values on the specified fields to generate something similar to the dummy table below, but I have been unable to figure it out as currently configured. Field Qty Missing Client POC - Name XX Client POC - Email XX Client POC - Phone XX Adjuster - Name XX Adjuster - Phone XX Adjuster - Email XX Any help is much appreciated! Thank you,Solved19Views0likes1CommentBehaviour of report filters applied in combination
It was my understanding that when a value is selected in a filter on a report, other filters would adjust to only include values from the resulting set of records - i.e. you could only select from values that occur in the record set you are viewing. For example, in a table where request types are grouped into categories, picking a single request category in a filter would mean you would only see request types relating to that category in the filter for that column. That's not how filtering is working, so ... has it always been this way, or has something changed?25Views0likes5CommentsHow to force summary report to always show duration field total in hours
I have a summary report that will total the duration of events by year. When the number of hours are greater than 24, it gives the total in days. I want the total to always be in hours. Is there a way to force showing the value in hours? Further context. This is an app to track continued-education/training requirements. The requirements for the various certifications and licenses are always given in hours. When you enter a training course or event, you enter the time in hours. I want to see the total in hours as that makes it easier to determine progress towards the required hours.18Views0likes2CommentsAsk The User Exact Search
Hi, I have a report that asks the user to input a value and returns the result. I am searching for Asset records assigned to a user, or client. Because these clients are formatted with "HFT" and leading zeros for a number less than 3, the clients look something like these examples: "HFT055", "HFT006", and "HFT545". I made a formula field that removes the "HFT" and appends leading zeros, and have the report set to "Store Search" (my formula field) contains "Ask the User". My goal here is to allow the user to only input the number, not HFT or leading zeros. Formula: "HFT" & PadLeft(ToText([Related Client]), 3, "0") This current setup works in a sense but also pulls up other records due to the contains criteria. When I change the filter to "Is Equal To" nothing shows up. Can this work so the user inputs just a number, such as 55, and it would pull up an exact match of all assets assigned to user HFT055?16Views0likes1CommentBuilding a report from multiple tables
From the parent table (FWA Investigations) a task record (child table: Tasks) can be added and displays in the parent table. I want to create a report that will show me when there aren't any task records that have been created under the parent table.Solved26Views0likes2CommentsFunnel Report that isn't mutually exclusive
I feel like there must be a way to do this that I just can't think of. I have a funnel report that's based on a formula field with an if statement, which itself is based on evaluating whether a variety of different formula checkboxes are checked or not. I have 6 different categories that people could fall into. Each category gets more specific/narrow, but overall they're evaluating basically the same thing (proximity to a particular address). So I want a way to not deduplicate across categories. For instance, Person A meets criteria 1 (lives within 1 mile), 2 (lives within 2 miles, etc.), 3, 4, 5, 6, they currently show up in that slice of the funnel based on which clause of the if statement evaluates to true. But because of how if statements work, this person won't show up in the slice of the funnel for people who meet criteria 1, 2, 3, 4, 5, and so on, which sort of defeats the purpose of a funnel report, as I want to see how the number of people in each category dwindles as it gets more specific. If someone lives within 1 mile of this address, they will automatically also live within 2 miles, 3 miles, 4 miles, etc. So if I have 100 people that meet criteria 1-6, perhaps a subset of that 100 (80 people) would meet criteria 1-5 only, but I still want the people who meet all of 1-6 to also show up in the 1-5 slice. I almost need an if statement that continues to evaluate the rest of the conditions even after it meets one that's true. Any ideas would be greatly appreciated. If its not possible to display in a funnel report, is there a way I could get this to work in some other way, whether that's a chart of table report?12Views0likes2Commentsembedded reports
I copied over a database to start a new one. I see that there are about 7 embedded reports on one of my tables. It has the usage from the "old" database. Is there a way to tell where this report is being used and if it's important - like is it truly embedded in one of my table. I am worried about deleting it and it making a mess of one of my tablesSolved28Views0likes2CommentsReport help
I have been doing a manual report for years on excel and I am hoping I can now have it done on QB These are the fields I have Tour count - has a 1 or 0 in it and it counts the times a client comes to our business. Sale count - has a 1 or 0 in it and counts how many times the client purchases from us. Price then I created two formula fields in report Efficiency which takes the price and divides it by the tour count Closing which takes the Sale Count and divides it by tour count. Location which is where this all takes place. Based on date as well. on excel it would look like this Location #Tour # of Sales Price Efficiency Closing % NC Mem Update 149 60 $777,443.06 $5,217.74 40.27% IM Members 1 1 $6,896.55 $6,896.55 100.00% Members subtotal 150 61 $784,339.61 $5,228.93 40.67% Totals 150 61 $784,339.61 $5,228.93 40.67% Then at the end it totals as you can see the closing is 40.67% not 140.67% Usually I need to run two reports to get all the numbers. All fields are in the one form now. Do I need to make summary fields first for the tour count and sale count so it combines based on the location field? thanks for any input28Views0likes1Comment