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 As to save a copy of the report with those changes..
Whenever you edit a report in display mode, QuickBase
this menu appears above the report shaded in gray.
Click Save to save changes to the report that's open.
Click Save As to save it as a new report (shared or personal)
and click Revert to take back any edits you made and leave
the report as it was when you opened it.
Maybe you don't want to make any changes to the report you're copying. In that case, you can make a straight copy from within the reports customization page.
To copy a report from the customization page:
Open your application's reports page.
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.
Locate the report that you want to copy, and
click its Copy button.
QuickBase duplicates the report and adds the copy to the 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." To help you find the new report in the
list, QuickBase initially points it out with an arrow (
).
If you want to modify the report you just created, click its name.