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:
Open the table report that contains the data you want to export.
Click More > Save as a spreadsheet on the Page bar.
Your browser prompts you to save or open the file.
Note: You cannot export file attachments.
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