Modify Table only in a Dashboard

Jen57
Tera Contributor

I have a Dashboard with reports that use the Requested Item table but now I need to track both Requested Items and Project Tasks in the same report. When I change the table to Project Tasks, it removes all the conditions. Is there a way to only modify the Table but keep all the conditions?

2 REPLIES 2

Astik Thombare
Tera Sage

Hi @Jen57 ,

 

You need to use database views for your requirement. To know how to create them and how to create reports on it, please refer below video

 

https://www.youtube.com/watch?v=vk1MYBxTSxY

 

If my reply helped with your issue please mark helpful 👍 and correct ✔️ if your issue is resolved.

 

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Thanks,

Astik Thombare

AndersBGS
Tera Patron

Hi @Jen57 ,

 

The short answer is no. 

 

I can't remember if [Task] table is base table for both requested_item and project_task... but if it is, you could dot-walk from task table and create the respective filters for both. 

 

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

 

Best regards

Anders

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

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