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 page.

   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 whose records you want to view.

   • 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 Report Type section, select the type of report that you want to create. (Not sure? Click a link below to learn about a specific report type.)

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.

4. Save and/or display the report.

   • If you've displayed the report, you can save without returning to the report builder. To do so, go to the New report or Modified menu above the report (shaded in gray) and click Save.

   • To save the report in the Report Builder, click Save. Then type in a name for the report and tell QuickBase if you're saving a Personal report (which will be available only to you) or a Shared report (which other users of the application can access). (Read more about personal vs. shared reports.)

   • To display and save at the same time from within the View Builder, click Save & Display. QuickBase prompts you to name the report. Also tell QuickBase if you're saving a Personal report (which will be available only to you) or a Shared report (which other users of the application can access).

   About Saving Shared reports:
   You can only save a shared report if the manager of the application has granted you permission to do so. When you save a shared report, you don't need to share it with absolutely everyone. 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 when displaying report checkbox.