The Dashboard page is the first page you see when you open an application and acts as your application's home page. An application manager can and should customize a Dashboard page by embedding reports or adding explanatory text. The dashboard is where you should post announcements and display important reports.
Tip: If users will be accessing the application on mobile devices, read tips for creating mobile-friendly application Dashboards.
When you're working in an application, you can return to its Dashboard page at any time. To do so, click the application name on the upper left of the screen, just beneath the menu.
Dashboard Page Example
The dashboard offers lots of exciting tasks for users and application managers alike:
If you're a Trial User, your Dashboard contains two special panes on the left, instead of the list of links to reports shown in the image above. The Your Progress and Trial Resources panes contain links to guide you through creating an application and learning more about QuickBase.
If you're a User, you can:
Open an existing report. Applications automatically feature some basic reports for each table, like All [Records] and Updated [Records]. Your application probably offers additional reports created by your application manager and other users. (Read more about reports.) To open a report, click the name of a table in the table bar on any application page, then choose a report from the menu that appears.
Update the application. Add a record, or modify an existing record.
Find records. You can conduct a search for records in the application, or see and select records that you recently viewed.
Create a new report. Don't see the exact information you're looking for? You can create or modify a report. Keep the report for your own reference by saving it as a personal report or make it available to other users as a shared report.
Tell QuickBase to send you notifications. If you want to know when a record has changed or been added to an application, set up a record change notification for yourself.
If you're an Application Manager, you can:
Do everything listed above, plus...
Configure your application. As manager, you have the power to design your application. You can add tables and edit them by adding a new field, or modifying an existing field (for example, you can change the name of a field or change its field type).
Invite users. Once you've designed a killer application, don't hide it from the world. Share your application with others.
Keep all your users in the loop. While users can set up notifications for themselves, you can set up record change notifications for all users to let everyone know when records are added, modified or deleted.
Handle application management tasks. You can tackle application administration jobs from the Dashboard page. Transfer management of your application, copy it, check its statistics, or even delete the application.
Customize forms. When you create a table, QuickBase automatically creates a form for users to add records to that table. But what if you don't want all table fields to appear on a form? Or maybe you'd like to display different forms for users with different roles. No problem. Just create a custom form.
Customize the Dashboard page. You can design the Dashboard page so it's more helpful to you and your users. Add a text area to post special announcements or embed special reports within the page (as pictured above). For example, feature a report that lets a user see a list of her own unfinished tasks when she opens your application. Create a custom Dashboard page. You can even design a custom Dashboard page each type of user.
flag indicates that the record is new and
has been added since you last cleared flags.
flag indicates that the record has been
modified since you last cleared the flags.
To clear the flags you see in an application, go to the menu bar on any application page, and select Customize > Clear your "New" and "Updated" flags. (Read more about flags.)
Sometimes users end up having multiple roles within an application due to membership in multiple groups. You can design a custom report for each role. When you do so, QuickBase must decide which role takes precedence so that it displays the correct Dashboard page to that user. To do so, QuickBase considers each role's priority and presents the default Dashboard page for the role with highest priority. You can gain control over this issue by setting priorities for roles.