Reporting & Dashboards

Quickbase reports build on the platform’s proprietary, in-memory database. It is designed for high performance calculations across complex data relationships. The platform’s data model and formula language drive complex reporting capabilities. Lookup and summary fields aggregate data across tables to streamline reports. Formula fields mash data with calculations and logic. Declarative RBAC checks permissions at the database level for each calculation and reporting request to ensure the right people are seeing the right data. Reports are real-time. All underlying calculations & permissions calculate at the moment of request.

The visualization capabilities on the Quickbase platform include reports and charts. Complete (i.e. filterable, searchable and sortable) reports and charts are built with a no-code report builder and embedded in pages, forms and dashboards. Reports and charts from different applications are displayed and connected on dashboards that support cross-report filtering for analysis. Quickbase provides different report and chart types for comparison, trend, ratio, relationship, performance, geographical, time and backlog visualizations with configurable labels, colors, display options, data sets and drill down behavior. For developers with more technical experience and training, custom visualizations (e.g. heat maps) can be added to solutions through code pages.

Technical training is not needed to create reports on the Quickbase platform, in fact, report creation is widely accessible in the UI to developers and end users. Reports and charts are created through configuration and visual definition of rich filters. Default reports are created automatically while the application is being designed, including embedded reports for child records that generate as relationships are defined.

All default reports can be further customized by users of the application. Reports can be modified on the fly by searching, filtering and adding/removing/re-ordering columns. Modified reports can be saved and shared with other user. Personal, customized reports are supported on the platform. To provide assistance to users, help and guidance are embedded in report builder. This helps business technologists progress to more sophisticated visualizations, and to help them learn how to use formulas for coloring reports, creating new report columns and summarizing data.

The Quickbase data model and formula language drive complex no-code mashups. Declarative lookup and summary fields aggregate data across relationships into tables where formula fields mash data with calculations and other fields. These fields are included in reports like any other field. Report formulas and summary formulas combine data across tables for reporting even when a relationship doesn’t exist. Reports and charts from different Quickbase apps can be connected through common data on dashboards, even with no relationships. This makes it so multiple reports can be filtered at the same time for analysis.

Quickbase offers a Power BI Connector, which allows you to access all of your Quickbase data from directly within the Power BI interface. Other reporting tools can be integrated with the platform through the Quickbase APIs or through an ODBC driver provided by one of our partners.