Use Advanced Find

Advanced find lets you home in on just those records you want to see. Use this feature to display only those items that meet a set of criteria you specify. For example, say you only wanted to view tasks that are assigned to you. Or maybe you'd like to see which clients live in Alaska. You can even combine criteria: For instance, find tasks that are both assigned to you and overdue.

To conduct an advanced find operation:

  1. In the menu bar on any application page, select Find.

    Note: If you don't see Find in your menu bar, your application manager has removed this feature from your application.

  2. Click the Advanced Find link.

    The Advanced Find page displays.

  3. If your application has multiple tables, click the Table dropdown and select the table you want to search.

  4. Enter filter criteria for your search to specify which records you want to see.



    1. Click Save this report in the upper right corner of the page.

    2. Enter a name and a description (optional) for the report, specify which roles should have access to the report, and then click Save report.


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