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QuickBase: The Missing Manual by Nancy Conner

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Tips for Creating Specific Report Types

When you’re creating a report, the options QuickBase gives you depend on the kind of report you’re working on. When you select a report type (Table, Calendar, or whatever), Report Builder magically transforms itself to ask you for the precise information it needs to create that kind of report. The following sections step you through each set of options.

Table Reports

For tables, Report Builder asks you to define the criteria you want for the report you’re creating. For example, you might want your new Work Orders table to display only high-priority work orders or your Purchase Requests table to list all requests over $5,000. You might want sales leads grouped by region or by product interest. And you might want to show only a few columns, rather than cluttering up the table with lots of extraneous information. However you want to organize your table, whatever info you want it to show, you can customize a report to get your table exactly the way you want it.

When you’re creating a Table report, QuickBase presents you with the following sections:

  • Filtering. This section is where you tell QuickBase which records to display in your new report. There are, of course, many reasons to filter records: You might want to display unassigned tasks, leads, or work orders; documents modified in the past week; high-cost purchase requests; and so on.

    Displaying only those records that match criteria you choose is one of the most common reasons to create a new report. ...

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