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!
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. Thanks
Reports & Charts - Managing Client-Specific Name Visibility
Managing an app with over 975 clients and nearly as many users, we've found it simpler to streamline permissions by assigning everyone to a single role labeled "Client User" for external clients. Regarding the visibility of report names across different client profiles, I want to ensure that users associated with one client can't see the names of reports meant for another client. For example, let's say we have reports named "ABC Client Report" and "XYZ Client Report." How can we prevent users from the XYZ client from seeing the "ABC Client Report" name in the list of Reports & Charts while still keeping them in the same role? Current permissions are already in place to ensure they are only seeing their company's data, so I'm only concerned about the names appearing in the list. Any ideas or suggestions on how to tackle this would be really helpful. Our goal is to maintain client confidentiality while keeping things user-friendly for everyone involved. Thanks in advance!
New Version Form Not Showing as an Option for Data Form On Notification Setup Page
I have a notification created and below the designer area of that email there is the "Data Form" field. The dropdown displays other forms in my table, but not a New Version Form. How do I get my new version form to display?
