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:
Specify which records you want to see. Filter out some of your records (by specifying matching values to use). Visiting the in-laws in Woonsocket? Use Woonsocket or nearby area codes as matching criteria that will return a list of the clients in the area you could visit while you're there.
Order those records exactly as you want. Specify how records are sorted or grouped. You could order that list of clients alphabetically or by how much each one has purchased from you.
Design the layout and set colors to suit your purpose. Not only can you choose from a variety of formats (see list of links below) you can customize the layout and look of each of those formats. Rearrange and resize columns. Change the colors and labeling of charts in a snap.
Ask the user what information they seek. You don't need to decide everything. Perhaps you'd like to give your application users an opportunity to choose what company's data they want to see. Or what quarter's sales they need to track. If so, look into creating a report that prompts users to enter criteria, then displays the results.
You don't need to settle for a boring old laundry list. You can create reports in five different formats:
Table Click any link to read more and see examples.
Chart (including pie, bar, horizontal bar, line, and area charts)
Reports come in all shapes and sizes. This is what a report looks like...
This is also what a report looks like...
And this is also what a report looks like.
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 reports panel for other users. To satisfy these considerate souls, QuickBase lets each user create and save Personal Reports. These are reports that appear only to the user that created them. 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 to make available to other users of an application. QuickBase calls these Common Reports. 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.
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. (This functionality is not available to accounts on the QuickBase Essential plan.)
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