Found a report that you like? But maybe you want to tweak it a bit to suit your preferences. No problem. QuickBase offers a few ways for you to riff on an old favorite.
If you want to change the layout of a report, you don't even need to leave the report itself. Just make layout edits directly on the screen (read how). Click Save > Save As to save a copy of the report with those changes.
Whenever you edit a report in display mode, these controls appear
above the
report. Click Save to save changes to the report. Click
Save > Save As to save
it as a new report, or click Revert
to take back any edits you
made and leave
the report as it was when you opened it.
You can also copy a report from within the Report Builder.
From any report, click the Customize this Report link at the top right of the page.
If you want to make changes to the report, do so.
Click the Save As button and give the report a new name. The dialog gives you the option to change report properties that appear in the Basics section of the Report Builder.
Click OK to save the new report.
Maybe you don't want to make any changes to the report you're copying. In that case, you can make a copy from within the reports list.
To copy a report from the reports list:
Open the reports list.
You can get there in one of three ways:
In the table bar on any application page, click the table containing the report you want to copy. Within the menu that appears, select Customize --tablename-- Table > Reports.
In the menu bar on any application page, select Customize > Tables. On the left side of the page, click the table containing the report. Then click the Reports tab.
Select Help > Application Site Map and click Customize Reports.
Click the Copy icon
(
) for the report you want to copy. This icon
is located in the rightmost column of the reports list. QuickBase
gives the new report the same name as the original report, but appends
the word "copy" to the end. For example, if you copy a report
called "Open Sales by Region," the new report is "Open
Sales by Region copy." The new report is inserted just below
the report you copied.
If you want to modify the report you just created, click its name.