Chapter 4. Report Sharing, Change Notifications, and Reminders
As you’ve learned by now, QuickBase is an amazingly flexible information container. You can stuff it with almost endless amounts of addresses, milestones, tasks, documents, whatever, and never once will you hear it complain, “Hey, buddy, I’m tired.” But sometimes you want your super-powered database to speak up. Sometimes you want to share with others the sleek and info-rich reports you learned about in Chapter 2. Or perhaps certain people need to know when certain records have changed. And maybe everyone—you, your colleagues, definitely the boss’s shiftless nephew—needs a little nudge now and again to remember when something’s due. No problem.
This chapter shows you how to turn QuickBase from quiet recipient to bold communicator. You’ll learn, for example, how to share reports with anyone who needs to see them. Even better, QuickBase is happy to send off recurring reports that get automatically dispatched. For the folks in the trenches who need to know about small-scale changes, just a few mouse clicks let you make sure they’re notified whenever a record changes. And for those in need of a nudge, QuickBase is ready to keep the team on target: Email reminders are quick and easy to program.
Sending Reports to Yourself and Others
The reports you learned about in Chapter 2 are a great way to get a filtered look at just the data you’re interested in. A well-designed report—whether it’s a table, chart, calendar, timeline, or ...