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.
In the Report Type section, select Summary.
Select the values you want to show in your summary report.
Within the Data to Summarize section, select the fields whose values will comprise your report. These fields will appear as columns in your summary report. Fields that appear in this dropdown list are always numeric because only numeric fields can be summarized (meaning totaled, averaged or otherwise calculated).
For each field you choose to show, set summary and
display options (Read how in Steps 4 & 5).
For each field you selected within Data to Summarize, tell QuickBase what kind of calculation you want the program to perform on these values:
From the Summarize by dropdown select one of the following:
Totals. Sums the values that comprise the set.
Averages. Returns the value that marks the middle of the set—the mathematical mean. (Visit Wikipedia to learn more about average/mean.)
Maximum. Returns the highest value within each set.
Minimum. Returns the lowest value within each set
Std. Deviation. Standard Deviation tells you how spread out values in the set are from the average or mean. (Read more at Wikipedia.)
Note: Each value that displays within a summary
report is a calculated value. In other words, it represents multiple
records grouped by row (unless there's just one in a set for some
reason).
The first row in this summary report is a group of opportunities
with the status Lead.
The rightmost column tells you that there are four opportunities in
this group. The Deal Size column totals all four.
You can tell that this column is set to Total (not
Average or another option) because the column heading contains (tot).
If you want, have your data summarize figures in a different way.
You may care more about comparing data than totaling values. For example, when deciding on bonuses you don't necessarily want to know how MANY deals a sales rep closed. Instead you'd like to see what percentage of your business that person brings in. To get numbers like this, you can have QuickBase show percentage values rather than regular numbers.
For each field you chose in Step 2, click the Display As dropdown and select one of the following values:
Normal Values. This setting is no different from the report you'd get if you make no selection in this dropdown.
Percent of column totals. This option shows each value as a percentage of the column. In other words, QuickBase totals values by column and calculates the percent each value contributes the whole at the bottom of the column
Percent of crosstab columns. Choose this if you want to know what percentage of each row the value represents. In other words, QuickBase totals figures by row and calculates the percentage each value contributes to the whole, which is totaled on the right. (You can only select this option after you turn on crosstabs. See Step 8.)
The Percent of crosstab setting, shows the percentage each crosstab column represents as part of the total row.Running totals by column. Running totals option tallies values as they pile up down the column, so that each value is a compilation of all values so far.
When you show Normal Values (left), QuickBase shows each value and totals it at the bottom of the column.
When you choose to show Running totals by column (right), QuickBase adds each value (the actual values that you see in the Normal Values view on the left)
to the one that preceded it. In other words, it adds values cumulatively to arrive at the same total at the bottom.Running totals by crosstab. This "running totals" option works the same way as the running totals by column works (see image above), but this setting does its cumulative addition across each row instead of down columns. (You can only select this option after you turn on crosstabs. See Step 8.)
Tip: If you want to define advanced matching criteria options that aren't possible using the basic settings in the Report Builder's Filtering section (like setting OR matching criteria across fields), you can set up a custom formula column to return only the records you want to summarize. To do so, turn on the Define a custom formula column for this report checkbox and create the custom column. Read how.
Select row groupings.
How to you want to break down your numbers? In a summary report, each row is really a group of records. Choose the field you want to group by. When you do, each value in that field displays as a row in your report. For example, to create the summary report above, you'd select the Opportunity Status field in order to break down results by status, as illustrated.
If you want, you can even group rows by a second field. The second group setting is "nested" within the first. However, if you try this, you'll notice that you lose the calculations (total, average or whatever) on the first group. But, you need those figures for your boss! Fret not. Crosstabs, which you'll read about next, will let you display it all together and save your job.
Organize your row groupings.
In the dropdown to the right of each selection you made in the preceding step, tell QuickBase how to organize your row groups, by making a selection in the corresponding Combine dropdown. Selections here depend upon what field you chose to group by. For instance, if you chose a date field, QuickBase lets you group records by day, week, month, year, quarter or decade. Fields that contain text content, like names, can be grouped alphabetically or by Equal Values, meaning that QuickBase will create a single row for each unique entry.
If you want, group columns by a specific field (in other words, add cross tabulation, or crosstabs).
If you want to include information from additional fields, enhance your view with crosstabs. Crosstabs are just groups of columns gathered under a field value. To do so, go to the Crosstabs section and select the Use Crosstabs radio button. Click the Group by dropdown and select the field you want to group columns by. Then tell QuickBase how to break down values in this field, by making a selection in the Combine dropdown. Again, selections here depend upon what field you chose to group by. For instance, if you chose a date field, QuickBase lets you group records by day, week, month, year, quarter or decade.
As discussed in Step 6, if you try to group rows by a secondary
field, you lose calculations (in this case totals) on your
highest level group (here that's Opportunity Status, which did appear
in the summary report above.) You can
fix this with crosstabs, shown below.
Instead of using that secondary field to group rows, use it
to group columns by creating crosstabs.
Not only will you gain calculations grouped by that field, you'll also
retain calculations
on your original row groupings (outlined in red).
Tip: Each cell in a crosstab report represents records that meet a combination of two variables. For example, $214,000 is the total deal size of all opportunities that meet both the following criteria: Sales Rep is Chris Baker and Opportunity Status is Active Opportunity. That number is a cross tabulation.
If you're not using crosstabs, you can set a custom sort order.
The report is automatically sorted according to the selections you made in Step 5. If you want change the field the report sorts on, you can. However, your additional choices are limited to selections you made in the Data to Summarize section. To change the sort order from within the Sorting section, click Custom sorting/grouping. Then choose another field from the dropdown list.
Tell QuickBase what records you want to see.
You don't always want to see all the records in the table. You can tell QuickBase to only show you certain ones by setting specific criteria within the Filtering section. Read how.
Set advanced report options with formulas.
If you're a fan of formulas, you'll be happy learn that you can design
your report with formulas too. Within Additional Options,
click Custom options, and turn on the Define
a custom formula for this report. QuickBase displays formula
setting controls. (Learn
more about using formulas.)
Preview and make edits, if necessary.
To see what your report looks like, click the Display button. To make further changes, click the Customize link at the top of the report. QuickBase returns you to the Report Builder where you can make changes and click Display to see the report again. You can go back and forth, previewing and editing many times like this, until you have the report looking perfect.
Save the report.
You must save a summary report within the Report Builder. If you've displayed the report, just click Customize to return to the Report Builder. You can save the report in one of two ways:
To display the report and save at the same time, 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).
To save the report and remain 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).
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.