Create a New Report from Scratch

There's nothing like starting from a clean slate!

To create a new report from scratch:
  1. Choose a table from the Table bar.

  2. Click REPORTS & CHARTS to open the reports panel, then click + New.

  3. In the dialog that displays, select a type of report and click Create. QuickBase displays the Report Builder for the chosen type of report.

  4. Customize the report to suit your needs. Click a link in the list below to learn how to customize:

    Tip: You can also create a report that displays in Grid Edit mode. This is a handy tool for situations in which users will need to edit or add many records at once. To do so, just select Grid Edit () as your report type. (Users in roles with limited permissions may not see this option.)

  5. When you're done, click Display to view the results of your modifications. If you don't like the results, click the Customize button at the top of the page to return to the Report Builder.

  6. Save the report. To do so, you will need to supply a name for the report, and whether you're saving the report as Personal (only you can view it) or Common (others can view it). Optionally, you can also assign the report to a group.

    About saving Common reports:

    You can only save a common report if the manager of the application has granted you permission to do so.

    When you save a common report, you don't need to allow absolutely everyone access to it. QuickBase prompts you to select the roles that should see it. To share with all application users, select All Roles. (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.)

    To help others understand what your report shows, type in a description. If you want the description to display above the report, turn on the Show description on report page checkbox.

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