2.20.11 QuickBase Release: New Reporting Tools

We know you rely on data stored in your QuickBase apps to make critical business decisions. And, when you need data to support decision making, you need to access it quickly and easily. In our February release, we’ll help you do just that by introducing three new tools to make finding important data more intuitive. It’s never been simpler to create complex queries that enable you to drill down into specific data. We’re also giving app admins greater control over who can edit critical reports to simplify set up of reporting defaults. In addition, we’ve made it easier for users to identify records when adding or changing data by giving app admins the ability to customize Edit Record and View Record form headings.

And, we continue to make QuickBase more reliable and stable by fixing a number of bugs as well.

What’s new in QuickBase?

  • Users can create precise reports using ANY and ALL
  • App admins can control who can customize reports
  • Set reporting defaults in one place
  • Change the heading that appears when you view or edit records

Create precise reports using ANY and ALL

In the Report Builder, QuickBase will now let you find data that meets ALL or only SOME of the filter criteria you specify. That means you can create more precise queries without having to write complicated formulas.

The new filter interface lets you select either ALL or ANY as operators that apply to a set of criteria, effectively creating AND and OR conditions within your query. You can create different sets of criteria, and can nest up to three levels.

Check out the example below. In an app that tracks real estate listings, this query finds all Single-Family homes in the Metrowest location with 3 or more bedrooms that have:

  • Either a basement or a garage
  • Southern Exposure AND Central Air conditioning
  • No Southern Exposure

 

Complex Query

Watch how to create this query:

Control who can customize your reports

App admins can get greater control over who can and cannot edit their most critical reports. You can now choose to hide the Customize This Report

link from users in a particular role. (Set this option on the User Interface tab on the Roles page.) When you choose this option, users in the role won’t see the Customize this Report link on displayed reports, nor will they be able to right click to edit the report onscreen. This setting applies to all reports in the application, shared or personal.

Note: If you choose to select this option for a role, be sure to also hide all tables, as shown in the illustration below. If you choose to hide only the Customize this Report link, users will be able to create reports that they can no longer edit.

 

Set reporting defaults in one place

In previous releases, app admins could define the default columns used in QuickBase reports using something called the Default Report . In our February release, we’ve made it easier to access default reporting settings, consolidating these options on the Field list page for a table. On this page,
you can tell QuickBase:

  • Which columns should be the default columns
  • The order in which default columns should be displayed
  • The field by which the report should be sorted and the default sort order

QuickBase uses the reporting defaults you specify when:

  • QuickBase displays results of any Find operation.
  • You display detail (or child) records by clicking a report link field in a master record.
  • You display detail (or child) records by clicking a summary field in a master record.
  • You embed a details table in an exact form.
  • You use the QuickBase API to return a report (API_DoQuery without specifying the clist parameter).

Change the heading that appears when you view or edit records

We’ve gotten lots of feedback about the heading that appears on the forms used to edit and view records. In past releases, this heading was made up of:

  • The noun used to identify records in the table (for instance, Contacts, or Tasks)
  • The value in the key field (usually the record ID)

Your feedback told us that this was not always helpful—in some cases, you wanted to be able to use the value in another field, such as an invoice number, in place of the key field.

We listened to that feedback and, in the February release, app admins will see that they can define something called the Record Name for each table. The example below shows the edit record form if you’ve chosen Task name as the Record Name for the Tasks table:

Go to Customize table-> Properties ->Advanced Properties to access this feature. In the
Record Name field, simply select the field you’d like to use in place of the key field in the heading on the edit/view record form.

Alex Hastings

Alex manages social media for Intuit QuickBase. Her goal is to help users connect with the QuickBase community and build a constructive discussion around the product.

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  • Mark Burton

    The new ‘Set reporting defaults in one place’ is a good idea, but it has been poorly implemented. You can no longer move multiple fields up and down, which you could do before. Also, you can’t drag “off the page” – if I want to drag field X in front of field A that appears before column X and A isn’t currently viewable, I have to 1) drag X to the top of the Fields window, then 2) scroll the window so that X is at the bottom of the window, then repeat 1) and 2) until A appears in the Fields window. To me, this is an example of poor design, poor coding, and/or poor QA.

    [Reply]

    Ellie Ellerman Reply:

    We’re sorry you’re disappointed with the new reporting defaults implementation. The inability to select multiple at the same time was the result of trying to keep the interface simple and use the more modern and accepted convention of drag and drop. We also chose not to introduce a multi-select metaphor on the page because we thought it would be disruptive to the existing functionality. However, I agree that being able to drag off the page by auto-scrolling would be very useful to add to a future release. We are looking into this as I write this. Thanks for the feedback!

    [Reply]

    Mark Burton Reply:

    I don’t have a problem with the drag and drop concept per se, but as a developer I frequently add multiple fields to a table that I would like to be displayed somewhere other than to the right of all other columns, which is what happens initially. If the user had the ability to ADD FIELDS after a specified field in addition to the default of adding them to the end of the field list, then this problem would be resolved.

    [Reply]

    Alex Hastings Reply:

    Mark — Thanks for the clarification. We’ve included both of your comments in feedback to our Product Management team.

    ^Alex

  • Darla Nutter

    Wow, this is painful. My tables have hundreds of fields. If I sort by fields flagged for default it won’t let me order them. So I have to sort by ascending and then one by one move them around? Very time consuming.

    [Reply]

    Alex Hastings Reply:

    Darla – Thanks for letting us know. I’ve provided the team with your feedback so that we can have this in mind for a future release. In the mean time, someone from Support will be reaching out to you.

    ^Alex

    [Reply]

    Amy McCorkle Reply:

    I agree… my maintenance has now turned into a total nightmare because it takes so long to move default order around.  Please please fix.

    [Reply]

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  • Eileen Giovia

    How do I apply the many filters I need for report writing? Please put the previous method back. This is awful.

    [Reply]

  • Rfoster

    I am Ecstatic! I can now pull reports based on date fields where the End Date is On or After a certain date OR IsNull!!! We have been waiting for this capability so thank you so much!

    Becky

    [Reply]

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  • Dcarmickle

    My reports that had “ask the user” to complete the filtering query has changed, and there is no option to ask the user, at least from what I can see in the filtering. Am I missing something?

    [Reply]

  • Dcarmickle

    Okay, I found out how to ask the user for filtering criteria, although the help documentation still states that is still an option; it’s not, so I used the _ask1_ feature. That’s not very intuitive.

    I do like the other features though!

    [Reply]

    Intuit QuickBase Reply:

    We’re happy you like the other features! But here’s a Help doc on instances when you don’t see the “ask the user” option: https://www.quickbase.com/help/default.html#selection_criteria_prompt.html

    If you have a multiple choice text field, you will see the option in the value dropdown. Otherwise you would need to type in _ask1_ OR manually (which I think you already did). Does that help?

    [Reply]

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