Remember the reports that management asked for in the morning meeting? They want to know which customers spend the most and which products produce the most revenue. We need to create a report to answer each question. Then, we can place them together on the app home page — the dashboard — so management can access them at any time.
Reports are visual displays of data. Quick Base can create pie charts, bar charts, line graphs, summary reports, and even calendars and maps. You’ve already seen the most common report Quick Base automatically creates: the table report. Each time you select a table icon in table navigation, Quick Base opens the table home page, which displays the default report.
Let's create a report to collect all the information from our table and display a summary of all the orders. Although management hasn't yet asked for this report, you know it'll help everyone understand what's going on and answer questions they've asked in the past. As you think about what everyone talks about in the morning meeting, you write down the fields that the team usually has questions about.
|Items Ordered||Line Items||link|
As you're thinking about the list of items in an order, you decide that a link to the
line items for each order works best. Since you also decide that you want to include the total for the entire order in the summary, which requires a formula, you write down formula as the source.
Select the Orders table icon in the table nav bar to open the
Orders Home page. You compare the fields in the default table report to the fields you wrote down for your report. They're close but not the same. Specifically, you notice that there's no order total for each order record. So let's add one.
There are several ways to create a total field in Quick Base. You could define a formula like the one we used to calculate cost in the Line Items table, but there's an easier way. Because we created a table-to-table relationship between the Orders and Line Items tables, the relationship itself includes a summary field feature by default. Let's use that.
Start by opening the relationship.
Now add a summary field.
Name the field.
Verify the relationship between the Orders table and the Line Items table.
You're getting the hang of this! Now create a new report.
Now configure the table report to display the summary field.
Congratulations! You configured your first custom report in Quick Base!
Now, verify that the Orders Summary report is correct.
Management wants to know which customers spend the most. We have fairly small customers, but they buy a lot. Let's use a bar chart to visualize the total that each customer has spent with us. This way, as customer orders are placed, management can see who's buying most and have a feel for how other customers compare.
It's celebration time! Congrats on creating your first data visualization!
Verify that the bar chart correctly displays how much each customer has spent this quarter.
On to the next chart for management. This time we're looking to summarize the overall revenue generated by each product. Quick Base has a built-in report type for this called a "Summary Report." Let's give that a try and see if it works for management.
Yes, management is going to be pleased. That's exactly what they asked for. But, before we put it in the dashboard, it's a good practice to verify that the summary chart correctly displays how much revenue each product has brought in.
It does! Our next task is to make a management dashboard that anyone can view at any time.