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:
Open the table report that contains the data you want to export.
At the top of the report, click Other, and select Export this report to a spreadsheet.
Save the file.
When the File Download dialog box appears, do one of the following:
If you're using Internet Explorer, click Save and in the Save As dialogue box, enter a name for the exported file, click Save, and then click Close when the download completes.
If you're using Mozilla Firefox, click Save to Disk and click OK. Or to open immediately, select Open with (a spreadsheet program that lives on your computer, like Microsoft Excel appears within this option) and click OK.
Note: You cannot export file attachments.