Change the Default Report Layout

Since QuickBase creates the Default Report automatically, it may seem like the program owns this report. But you can change its format any time.

Note: Think before you modify the Default Report. Be mindful of all the places it appears and make sure your modifications fit each situation. For example, removing a field like Product Name may work for one report, but search results missing the Product Name field are sure to confuse your users.

To change the default report layout:

  1. Open the Default Report properties page.

    Access Default Report settings in one of two ways:

    The Default Report page displays.


    Default Report Editor
    - lets you select and order fields (columns) that appear in the default report

  2. Tell QuickBase which fields to display.

    To display a field, turn on its checkbox in the Appears in Report column.

  3. Change the field order.

    The field at the top of the list will appear as the leftmost column in your report. The placement of the columns by repositioning fields in the list. Select the field you want to move, by clicking its icon. Then click an arrow button (on the right side of the field list) to move the field up or down in the list.

    Use this button...

    To move the selected field...

    Up five positions in the list.

    Up one position in the list.

    Down one position in the list.

    Down five positions in the list.

     Tip: You can actually move multiple fields together as a group. To select several fields that are next to each other, hold down the Shift key and select all the fields you want to move. To select a group of fields that aren't located next to each other, hold down the Ctrl key and click each field you want to move. QuickBase highlights all the fields you select in yellow.

  4. If you want, change the sort order.

    Within the Default Sort box to the right of the field list, click the dropdown on the left to select a new field to sort by. Then click the dropdown to the right and select the sort order. (Learn more about sorting.)

  1. When you're done changing the default report layout, click Save.

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