3.13.11 QuickBase Release: Reportable Fields

Quick Base News
Mar 14, 2011
|
4 Min Read

Our March release continues our theme of better QuickBase reporting, adding a feature that’ll help speed up and simplify report creation for users. QuickBase now lets you limit the number of fields to choose from when building a report. This means that you can spend less time scrolling through fields that you won’t ever need for searching and reporting.

Make a field "reportable"

By designating a field as “reportable,” you tell QuickBase to make that field available in the Report Builder for filtering, sorting, and grouping reports. Making a field reportable also makes it available as a column that will display on a report. To access the new feature, click a table in the table bar of your application. Then, choose Customize > Table > Fields. See screen shot below for the new Table Field List Page.

Outside of the Report Builder, reportable fields are available in most places where you can specify filter criteria. That is, you'll be able to select reportable fields when you

  • perform an Advanced Find operation
  • specify additional criteria in Email Reminders
  • create advanced criteria in Email Notifications

When a field is NOT reportable, it won't be available in the filtering, sorting, or grouping UI in the Report Builder. You won't be able to select it to appear as a column in any report. And, it won't be available for filtering in any of the scenarios listed above.

Note that fields are marked reportable by default.

Automatically hide iCal, vCard, Report Link, and Formula URLs

There are certain field types on which you'll never need to filter, group, or sort: namely iCal, vCard, Report Link, and Formula URL fields. Because of this, these field types will NEVER appear in the field lists used for filtering, sorting, or grouping, regardless of whether you turn on the Reportable option or not.

What about existing reports?

If any of your existing reports filter, group, or sort on a field that is no longer reportable, the report will still work correctly. Fields that aren’t reportable will appear in red font in filtering, sorting, and grouping criteria, as well as in available columns.

Fields that aren’t reportable will remain in the report, notification, or reminder unless you change selections that use them. If you do so and save, the field that’s not reportable will not be available for selection the next time you modify the report, notification, or reminder.

Learn more

You can read more about the Reportable feature in the online help. As always, you can learn more about bug fixes included in this in the release notes.

 

Recomended Posts