Export Data in Report

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 perform the 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:

  1. Open the table report that contains the data you want to export.

  2. Click More > Save as a spreadsheet on the Page bar.

    The report is saved to a .CSV file. Any changes you have made to column headers using the Column Properties dialog will appear in the file as well.

  3. Your browser prompts you to save or open the file.

Note: You cannot export file attachments.

 

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