Create a New Report from Scratch

There's nothing like starting from a clean slate.

To create a new report from scratch:

1. Open the QuickBase Report Builder. You can do so in one of the following ways:

   • In the menu bar on any application page, select Customize > Create a new > Report. Then select the table that you want to create a report for.

   • In the table bar on any application page, click the name of the table that you want to create a report for and within the menu that appears, select Create a New Report.

2. In the dialog that displays, select a type of report and click Create. QuickBase displays the Report Builder for the chosen type of report.

3. Customize the report to suit your needs. Click a link in the list below to learn how to customize:

   • Table reports  

   • Summary reports  

   • Calendar reports  

   • Chart reports  

   • Timeline reports  

   Tip: You can also create a report that displays in Grid Edit mode. This is handy tool for situations in which users will need to edit or add many records at once. To do so, just select Grid Edit () as your report type. (Users in roles with limited permissions may not see this option.)

4. When you're done, click Display to view the results of your modifications. If you don't like the results, click the Customize button at the top of the page to return to the Report Builder.

5. Save the report. To do so, you will need to supply a name for the report, and whether you're saving the report as Personal (only you can view it) or Common (others can view it).

   • If you've displayed the report, you can save without returning to the Report Builder. To do so, go to the prompt by the report title and click Save as.  

   • To display and save at the same time from within the Report Builder, click Save.

   About saving Common reports:
   You can only save a common report if the manager of the application has granted you permission to do so. When you save a common report, you don't need to allow absolutely everyone access to it. QuickBase prompts you to select the roles that should see it. To share with all application users, select All Roles. (An Application Manager can change which reports a particular role can access at any time. To learn how, see Specifying Which reports a User Can Access.) To help others understand what your report shows, type in a description. If you want the description to display above the report, turn on the Show description on report page checkbox.