Export Data in Report

You can easily export whole tables of data from QuickBase, but say you want to export just a subset of data. In many instances, you want to set parameters for what records you're exporting. For example, imagine that your boss wants you send a spreadsheet file containing only this month's sales to the Schenectady office. No problem. Create a report (you can export any report type except charts) which displays the records you want and then export it, following the instructions below.

Note: Timeline Reports have export limitations. You can export only the data columns that appear on the left side of the report. Unfortunately the graphic bars that comprise the heart of a timeline don't translate into spreadsheet-ese. To export the scheduling information they represent, you can add the appropriate date fields to the display (click a data field column heading and select Add a column...) then export. Or create a regular table report that lists all the information you want to export and follow the steps below.

Note: Table and summary reports calculate totals and averages for you, but these values do not actually exist in a field within QuickBase.  If you export the report data, the total/average data is not exported. Data must exist in a field to be exported.  You can create summary fields in a master table to store total, average, and other summary data from related detail records. You can include the summary fields when you run reports on a master table, and if you export the report the summary field data is exported.  Read more about table relationships.

To export the data in a report as a comma-separated value (.CSV) file:

  1. Open the table report that contains the data you want to export.

  2. At the top of the report, click More > Save as a spreadsheet.

  3. Your browser prompts you to save or open the file.

Note: You cannot export file attachments.

 

This page refers to an older version of QuickBase. Online help is now located at http://www.quickbase.com/user-assistance/default.html.

 

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