Copy a Report

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.

Copying a report directly from the report display

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.

Copying a report from the Report Builder

You can also copy a report from within the Report Builder.

  1. From any report, click the Customize this Report link at the top right of the page.

  2. If you want to make changes to the report, do so.

  3. 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.

  4. Click OK to save the new report.

Copying a report from the reports list

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:

  1. Open the reports list.

    You can get there in one of three ways:

  2. Click the Copy icon (copyicon.png) 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.

Related Topics

 

This page refers to an older version of QuickBase. Online help is now located at http://www.quickbase.com/user-assistance/default.html.

 

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