Ad hoc reporting
In forms or reports is ther a way for user to enter a variable?
Situation: Sheet contains thouseands of employee names and corresponding information. Do not want users directly in sheet so they need to update information via report. Is there a way a report can ask user to enter a variable such as name rather than having to create an individual report for each employee?
Example
1)sheet with columns for name, phone, ID#
2)Admin gets request to update ID# for employee Mary Richards
3)would like report to prompt for "employee name?" Once employee name entered, report would run.
Thanks,
Tanya
Best Answer
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When you create the report, you could choose "Current User" in the Assigned To section (see screenshot below). That makes the single report auto-filtered to the user that opens it.
However, I think you are looking for the something more along these lines:
1) Sheet with the columns (like you described)
2) Form for the Name and Phone number (employee fills this in once). Form feeds the Sheet.
3) Automated Workflow for when a row is added (from the Form to the Sheet), the Admin gets a notification to update the report. The Admin could be the "Current User". That way each Admin can access the same report that is auto-filtered for the employees that he or she is responsible for. For this example, I assume for thousands of employees there would be more than one admin.
I know that doesn't exactly answer your question but I hope it helps!
Answers
-
When you create the report, you could choose "Current User" in the Assigned To section (see screenshot below). That makes the single report auto-filtered to the user that opens it.
However, I think you are looking for the something more along these lines:
1) Sheet with the columns (like you described)
2) Form for the Name and Phone number (employee fills this in once). Form feeds the Sheet.
3) Automated Workflow for when a row is added (from the Form to the Sheet), the Admin gets a notification to update the report. The Admin could be the "Current User". That way each Admin can access the same report that is auto-filtered for the employees that he or she is responsible for. For this example, I assume for thousands of employees there would be more than one admin.
I know that doesn't exactly answer your question but I hope it helps!
-
Thanks Matt. It does help by introducing a couple of connections I had not thought of (one beign assigning reports to specific users). I will give it a go. Appreciate it! Tanya
-
Hi Matt -
a follow-up question: is there a way I can create multiple log-ins for myself so I can assign myself different permissions to see see what users would see? Very necessary for testing.
Thanks, Tanya
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