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 Table.
Tell QuickBase what records you want to see.
If you want your chart to show only a certain kind of record or only
records that meet specific conditions, you can tell QuickBase so in
the Report Builder's Filtering section. For example,
maybe you only want to show sales figures for a specific period of
time, like the last quarter. Or maybe you'd only like to see sales
of "widgets" and not your other products. To make choices
like this, go to the Filtering section and select
the Only records that meet certain criteria radio button.
Then make the selections you want. Read how.
Tell QuickBase how to order records in the report.
Within the Sorting/Grouping section you can set the reports sort order
and also organize records into groups. Read
how.
Tell QuickBase what fields (columns) to include.
What information do you want to show? Use the Columns
section to tell QuickBase which columns (fields)
you'd like to display and in what order. Read
how.
Set output format.
Note: If the application manager has not granted you the right to export data, you can't select an alternate output format. QuickBase will only display your report in a browser.
Most of the time, you won't want to make a change here. However, if you want to output to something other than QuickBase's standard report display, you can. To see what's possible, go to the Additional Options section and click the Custom Options radio button. Click the Format dropdown, which lists the following options:
Normal. Select this option and QuickBase formats the report to appear nicely in a browser. This is the standard report display you see throughout QuickBase.
Plain Text. Need to keep it simple? Choose this option and QuickBase displays your report in unformatted text. You won't win any design awards, but this output works nicely for those using handheld devices.
Comma-Separated Values and Tab-Separated Values. Both these options let you export the data in the specified format. You can then view it in a spreadsheet or other database program.
XML (flat or structured). Select this option if you plan to transform your report using an XSL style sheet. If so, you must create and store this style sheet as a text page within a QuickBase application, preferably the same one as your report. When you select an XML option from the Format dropdown, QuickBase prompts you to enter the URL of your XSL file. If you've saved the XSL file as a text page in the same application, just type its name (like marketing.xsl) in the Associated XSL document text box. If the XSL file lives in another QuickBase application, enter its URL in the Associated XSL document text box. This will be something like: https://www.quickbase.com/db/6pfpsy9r?act=DBpage&pagename=genericstructured.xsl. You must replace any ampersands in your stylesheet URL with the caret (^) character.
FAQ: Should I choose Flat or Structured?
If you don't get the results you expect, try "flat" instead of "structured" or vice-versa. Most stylesheets work with either flat or structured XML but not both.
Set other display options.
The Additional Options section also lets you display
or hide some report elements. The table below explains your options.
Option |
Description |
|---|---|
Show Main Table |
The Main Table is the report you've been designing, so most of the time you'll want this checkbox turned on. Some report designers turn this checkbox off and turn on the option beneath it, Show Summary Table. Doing so shows only Totals and Averages tables. However - if it's a summary report you want, you can create one instead of a table report. |
Show Summary Table |
Select this option to display the summary table beneath the main table you've designed. (What's a summary report?) The Sorting/Grouping options set in your main report determine the rows that appear in your summary table. Columns in the summary report are always numeric fields. In order for a summary report to appear, your main report must have Grouping options set. Also, one or more numeric fields must have either the Totals or Averages options (or both) turned on in field property settings. (Read about configuring numeric fields.) If numeric fields use both those options in your report, two summary tables appear: one that shows totals and one that averages. |
Display only new or changed records |
Select this option if you want
the report to contain only records that have been added ( |
Suppress "edit" buttons |
Select this option to hide all
edit buttons ( |
Suppress "display" buttons |
Select this option to hide all
view buttons ( |
Row Colorization |
Turn on this checkbox to color code the records in your report. For instance, highlight all high priority items in yellow. You set this up using a simple QuickBase formula. Read how. |
)
or changed (
) since a user's
flags were last cleared.
or 
)
in your report.
or 
)
in your report.If you want, create a custom formula column
for the report.
Adding a Custom formula column brings the power of QuickBase formulas
to report design. Read why you'd
want to add a custom column and learn how.
If you want, color code records according to
their values.
For instance, highlight all high priority items in yellow. You set
this up using a simple QuickBase formula. Read
how.
Set Grid Edit preferences
for this report.
What happens when a user clicks the Grid Edit link
at the top of the report? The format of the grid edit screen (which
columns appear and where) is determined by settings on the Forms Usage
screen (read more.) But
you can override those options by making a selection here in the report
Builder's Grid Edit Override dropdown. Your options
are:
To turn off grid edit select <Disable>. When you disable this feature, switching to Grid Edit will not appear as an option for users.
If you want grid edit to display the same columns that are displayed in the report you just created, select <Standard Behavior> from the Grid Edit dropdown.
If you want Grid Edit to display only fields that a specific custom form displays, select the form name from the Grid Edit dropdown.
Preview and make edits, if necessary.
To see what your report looks like, click the Display button. To make further changes, click the Customize this Report link on the upper right of the page. 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.
Tip: If you're just making basic changes like moving columns or changing the sort order, you can make edits on the report itself without returning to the Report Builder. Read how.
Save 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 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).
To display and save at the same time from within the Report 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.