What Is a Report?

After you spend time getting data into QuickBase, you'll want a way to get it out. How many widgets are in stock at your Kalamazoo outlet? What are this month's widget sales numbers? Who's selling the most widgets?

To get answers to questions like these, you'll want to generate a report. There are lots of ways you can query, filter, sort and group your data to give you the answers you're looking for. Then output those results in any format that works best. For example, you're not stuck displaying tasks in a chronological list. Try presenting them in a calendar or timeline instead.

Reports let you:

You don't need to settle for a boring old laundry list. You can create reports in five different formats:

 

 

 

Click any link to read more and see examples

 

Reports come in all shapes and sizes.

This is what a report looks like...

 

 


This is also what a report looks like...

Personal vs. Common Reports

Usually, staff members need to see the same reports every day or each week. QuickBase lets you save reports so that you and your colleagues can return to them again and again. The report is saved but the data it contains is always live. In other words, you save the parameters and layout of a report, but depending on how your data's changed, different records may show up at different times. For example, once you mark a task completed, it should disappear from your daily "to do" list.

At some point, most users want to save a report for their own reference, but don't want to clutter up the application's menus for other users. To satisfy these considerate souls, QuickBase lets each user create and save Personal Reports. These are reports that only the person who created them can see as an option on their application menus. Whenever you save a report, QuickBase presents you with this option. Read how to display a personal report.

Of course, there are other reports that you'll want available to several or all users of an application. QuickBase calls these Common Reports. In order to save such a report, you must have "Save Common reports" access privileges. (If you see that you don't have the right to create common reports within a particular application but want this ability, you can send an email message to the application manager and request that your permission level for the application be raised. Administrators grant permission to save Common Reports by configuring the role through which you access the application.)

Even when you create a common report, you don't need to share it with absolutely everyone. QuickBase prompts you to select the roles that should see it. To help others understand what your report shows, you should also type in a description.

Tip: 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.

Related Topics

 

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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