Can a Report be Dynamic?

Bill Heiser

Is there a way to dynamically change a report using a drop-down field in the report? For example if one needs to report on "projects completed in quarter x", can there be one report, with a field the viewer can toggle to choose between values like "2021Q1", "2021Q2", etc?

Or do I need to create a new report for each quarter?

Paul Newcome

You could create a new report for each quarter, or you could have a hidden helper column on the source sheet that outputs the quarter. Then users could adjust the report criteria based on that column.

Andrée Starå

Hi @Bill Heiser

I hope you're well and safe!

To add to Paul's excellent advice/answer.

You could combine his suggestion add the report to a Dashboard and have a form to select the quarter, and update the Dashboard to see the new values.

Is that an option?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

keavo

Hi @Andrée Starå could you please elaborate a bit on your suggestion here? I like the idea of it but cant recreate what you are suggesting.