Report Builder      

Basics

Type Report
Name
Description
 

Report & Charts panel

 
 
Determine who sees the report in the Reports & Charts panel
A typical Reports & Charts panel.
Learn which reports a user can see.
Report is viewable by
Only me
This is a Personal report. You can still send a link to let others see it.
 
 

Filters

Initial Defines the results when the report is first displayed
  
Dynamic Defines how your users can refine and search the report when viewing it
     

The default dynamic filters are:
Available
Select up to 5 dynamic filters
    Maximum number of filters selected
    (Dynamic filters won't be turned on in this report)

         


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    Turn on Sort groups by starting field to reorder your top-level groupings and show them in chronological order. Within each group, subgroups will also sort chronologically.

    If you care most about WHEN things are happening and like to tackle the earliest items first, this feature's for you. For example, say you've created a timeline of tasks and grouped it by project. In that case, the project headings appear in alphabetical order. But, if you select the Sort groups by starting field checkbox, QuickBase reorders your timeline. The project containing the task with the earliest start date moves to the top of the list. This chronological order creates a cascade effect.

    "Order the cards manually" will be available for all Kanban reports in this table.

    This may take a moment.
    "Order the cards manually" is now available.

    You can disable it using the table's Advanced Settings