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QuickBase: The Missing Manual by Nancy Conner

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Finding and Displaying Data

In any database, setting up tables and filling them with data is only the beginning. Say you’ve got a table that holds all of last quarter’s sales data. So far, so good. But suppose you want to know which product sold best in each territory or who were the quarter’s top three salespeople. To pull that info out and share it with others, you need to be able to query the database for the information you want and then arrange the results in an easy-to-understand format. That’s where QuickBase reports come in handy.

One of the main differences between Access and QuickBase is what each program means by the term report. In Access, a report is paper-based; it’s a hard-copy representation of your data with a layout that you can customize. In QuickBase, a report is an extremely flexible way to view an application’s data onscreen, based on criteria you specify. QuickBase reports are easy to share with others who use the application. For example, as the application’s administrator, you can put a specific report on the Dashboards of users in a certain role, such as “My Open Leads” for salespeople (Creating Different Dashboard Pages for Different Roles).

Chapter 2 tells you all about QuickBase reports, including the different kinds of reports you can create (bar charts, timelines, tables, and more). This section contains a brief introduction to reports for people coming to QuickBase from Access.

Tip

Although QuickBase reports aren’t primarily paper-based, you can create ...

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