About Setting Reporting Defaults

When you create a report using the Report Builder, you can specify columns for the report, or simply use the default columns. Did you ever wonder how QuickBase determines which columns should be the default columns? Or how QuickBase determines the default sort order in reports? You can change all of the defaults QuickBase uses when creating reports. You can tell QuickBase:

How QuickBase uses default report settings

The reporting defaults you set determine the layout of your report when you create a report using the Report Builder without specifying any custom columns, custom dynamic filters, or sort order. QuickBase also uses the default settings in these locations:

How to set reporting defaults

You set reporting defaults for a table using the Default report settings page.

To access the default report settings page:

  1. Click a table in the Table bar.

  2. Click SETTINGS.

  3. Click Reports & charts.

  4. On the Page bar, choose Reporting defaults > Default report settings. The following sections describe the reporting defaults you can configure.

Specifying default columns

The Default columns section lets you indicate which fields will be used in reports by default. To do so, click a field in the Available list, and click the Add arrow button to move it into the Default columns list. Or, you can drag fields between the two lists. Click Save on the Page bar to save your changes.

Remember that, when users create their own reports, they can customize what appears, and how it appears. The fields you specify here are the default set; that is they're the columns that appear when users don't customize their reports, and in certain other scenarios.

Specifying order of default columns

The order of the fields in the Default columns list is the order that QuickBase uses to display default columns in a report, and it is also the order of the fields when you export data from a table.

You can use the controls to the right of the list to reorder the selected fields. Or, you can drag and drop fields in the list. When you drag and drop fields, the fields in the Default columns list shift to show where the field you're dragging will be dropped. Click Save on the Page bar to save your changes.

Specifying default dynamic filters

Dynamic filters are the set of filters that appear on the left side of the table Home page and on certain reports. The Default dynamic filters section lets you indicate whether to show these filters, and which fields to use when they are visible. You can choose to use the defaults implied by the selection and order of default columns (Set automatically), hide all dynamic filters (None), or specify which fields to show (Custom).

You can specify up to five default dynamic filters. The fields shown in the list box on the left are the fields that can be used as dynamic filters. The current set of default dynamic filters is shown in the list box on the right. Drag fields out of the Default dynamic filters list box to remove them; drag fields into the list box to add them as default dynamic filters. Click Save on the Page bar to save your changes.

Specifying the default sort

To specify the field that reports will be sorted on by default, use the controls in the Default sort order section.

  1. Select how to sort the fields, in ascending (Sort from low to high) or descending (Sort from high to low) order.

  2. Select the field to sort on.

  3. Click Save on the Page bar.

    When a field is set as the Default Sort field, a green double-arrow icon () appears next to it in the Fields list.

 

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