If you're an Application Manager who likes Timeline reports set a certain
way, you can customize the default settings that appear automatically
whenever a user creates a new timeline. It's way to give users a head
start and lead them in the right direction.
If you have a default timeline in place, you and your users can instantly
convert any regular table report into a timeline. When a default timeline
exists for a table, a list report's Other menu features
the option to view that report as a timeline.
To set timeline defaults:
Open the Default Timeline Settings screen.
You can do so in one of the following ways:
In the table bar on any application page, click the table for which you want to set defaults. Within the menu that appears, select Customize --tablename-- Table > Reports. Then, on the upper right of the report list that appears, click the More button and select Change the Default Timeline Properties.
In the menu bar on any application page, select Help> Application Site Map. Click the Change the Default Timeline Report link and select the table whose default timeline you want to edit.
Set default Starting and Ending fields.
These field bookend each event you want to display. These are date
or date/time type fields that represent the beginning and finish of
each record (be it a task, project, or whatever). When a user begins
to design a timeline report, QuickBase automatically sets the entire
timeline's beginning at the earliest date listed in any record's Starting
Field and ends the timeline with the latest date listed in any record's
Ending Field.
Set Resolution.
Tell QuickBase how to break down your timeline. Timelines always measure
time in two increments (see image below). You can view events by any
of the following combinations: week/day, month/week, quarter/month
year/month or year/quarter.
Note: When you select a resolution, QuickBase always expands the duration your timeline shows to include a full instances of the highest level time increment. For example, if you've chosen July 23 as a starting date, but selected Month/week as your resolution, the timeline will start on July 1st, the beginning of the first month. Timelines show the entirety of the highest resolution increments.
Resolution increments display together in a double-row above
the timeline. This illustration shows quarter/month resolution.
Note: If you select a resolution that includes quarters, the Report Builder displays a Year Start dropdown beneath the Resolution field. Select the month that starts your organization's fiscal year. QuickBase then divides the year into quarters beginning with that month.
If you track milestones, set the Milestone field.
If you want some tasks to display as milestones, click the Milestone
dropdown box and select the checkbox field you use to denote a milestone.
(Don't have one? Read how to set up milestones.)
If you want, set sorting and/or grouping format.
Within the Sorting and Grouping section, you can set the order in which
records should display. To organize your timeline into rollup groups,
click the sort from low to high dropdown and select
sort and group from low to high or, if you prefer,
sort and group from high to low. Then select the
field you want to group by. You can create a subgroup by clicking
the plus sign icon that appears when you hover your mouse over the
field you've already specified and making an additional selection.
Read more. (To better understand
how nested groups work, see the creating
a timeline topic.)
Select fields that you want to show.
The left side of your timeline can feature whatever columns (fields)
you want. Within the Columns to Display section,
select the columns you want to show. (Read
how.) If you're grouping by a field, there's no need select it
within the Columns section, since those values automatically appear
in a blue band which serves as a heading for each group.
Click Save.