Gauge Report - Wrong Percentage
Hi! I'm creating a gauge report that shows the percentage of POs Invoiced/Current Project Budget (aka Percent Consumed). This report is going on a dashboard that has a dynamic filter for Project Priority. After lots of trial and error, I decided to create summary fields in a parent table called "Universal Reporting Record". The summary fields specify the percentage for each priority... 1, 2, 3 and the combination of all three as All. I am then using a formula in the gauge report to specify which Percent Consumed field should be used depending on the priority: The percentage for "All" should be 13.4%, but it continues to show 17% and I cannot figure out why. The other priorities (1, 2, and 3) show correctly as the dynamic filter is changed. The calculation is done on $s Consumed/Total Budget. These are the same fields used in the summary table mentioned above, just different labels for the dashboard. Here are the results for Project Priority = 1 which are correct: Any help is greatly appreciated!!
Summary Reports
Y'all have been so helpful! I'm hoping I can figure this one out! I need to create a summary report thatshows these totals in an easy report. I can't seem to figure out how to only have current MTD or YTD, just group by Month or Year, which isn't what I need. I can create a KPI widget for everything, but is there a way to show the KPI numbers in a chart that can be exported for our company analyst group? I'm hoping there's a relatively easy way to do this! Thanks!
Specifying the Report Used in Reminder Notification
I have a "Reminder" notification setup to trigger when a date field is after the value by a certain amount of days. Is there a way to specify the report to use when sending this email? Right now it is using the "Default Report", but I would like to change to a different report if possible. Thanks Brian
Report Help - Multiple apps/tables
Hello. I'm looking for some assistance/guidance with reporting for our QA team. We have multiple apps built for different review types. We would like to have a separate report or maybe dashboard that could show how a specific Line of Business is doing as a whole across all different types of reviews being completed. For example, we have an app for Review X, Review Y, and Review Z. Each of those separate review processes provide great reports for that specific review. We want to pull data from Review X, Review Y, and Review Z to show how a specific Line of Business is performing across all reviews. Kind of shooting for an end result overall QA score for each LOB. Would this be a time to utilize the table to table relationships or what would be the best/easiest way to create this type of report or dashboard? Our team is new to the QuickBase world and have been using since March 2024. ThanksHow to split an Export file which is too big
I need to export port a file which has over 400 fields and years of data. When I try to export I get the following error. is there a way to split the data into chunks? I still need all the data, and would like to split in yearly chunks. Is there a simple way to do this? I am a total novice at this.
Embedded Reports New Form
Hello, I currently use the new forms in QB, and I love the functionality to be able to easily add a record in that pop-up view when using an embedded report from another table. However, there is a limitation to this functionality of the parent record is not saved yet "adding a record". Is there a way I can let users add records to another table in an embedded report without the parent record being saved first? Or is there a way to trigger the save so that functionality can happen?
Report widget not showing available reports
On our app home page, when I try to update an existing report using the widget, or add a new report using the widget, our reports are not showing up in the report dropdown. Even the report that was already previously added via the widget is not showing up in the report dropdown. I am the app manager and have administrator access. We have a number of existing reports for this table, and several are used on the app home page, and have been there for at least a year. All are shared reports with no access restrictions. They are not grid-edit reports. I have not made any changes to the type or location of our reports. I have 3 apps where I'm the manager/administrator, and the issue is happening with all of them. How do I make them show up again? And could this be tied to the recent QB update that changed some UI (tables now listed in a left sidebar instead of on top, etc.)? This is the first time I've tried to change reports since that UI update. Thank you for your help! These are the reports as shown from the table page: This is what I see in edit mode on the home page. These 2 items are the only things that show up and neither are clickable and a search does not find the reports:
