Set Timeline Defaults

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 More menu features the option to view that report as a timeline.

To set timeline defaults:

  1. Open the Default Timeline Report screen.

    You can do so in one of the following ways:

  2. Set the default Starting and Ending fields.
    These fields 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.

  3. 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, fiscal quarter/month, year/month, year/quarter, or fiscal 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.

    1. Resolution increments display together in a double-row above the timeline. This illustration shows quarter/month resolution.

    1. Note: If you select a resolution that includes fiscal quarters or fiscal years, the Report Builder displays a First month of fiscal year 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.

  4. 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.)

  5. If you want, set sorting and/or grouping format.
    Within the Sorting & Grouping section, you can set the order in which records should display. To organize your timeline into rollup groups, select a sort and group option from the dropdown. 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.)

  6. 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 Custom columns and choose the columns you want to show. (Read how.) If you're grouping by a field, there's no need put it in the Report Columns list, since those values automatically appear in a blue band which serves as a heading for each group.

  7. Click Save.

Related Topics


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