5 Quick Base Tips and Tricks

05/07/2019

 Reports & Charts

 

Quick Base is a no-code, low-code platform used for creating custom solutions for businesses of all industries and sizes. The award-winning platform empowers users to build their own applications with little to no programming knowledge. If you want to learn specifically about Quick Base Reports and Charts , check out the 5 tips and tricks below. For other topics and how-to’s, check out the rest of our Knowledge Center!

In Quick Base, reports and charts allow users to view data. You can view different reports on your app home page, a table home page, or reports can be sent via email. Quick Base reporting is unique because it is fully customizeable. You can add filters, colors, different formats, etc. to any and all reports to view data in a way that makes sense to you and your business.

1. Report and Chart Types

As previously mentioned, reports and charts are effective tools used to display and view data in Quick Base. Reports and charts provide the valuable insight needed to make business decisions and improve processes. With the right reports, teams can analyze their data in a quick and clear way, and work more efficiently.

Since Quick Base offers a wide variety of reports and chart options, it is not always easy to know which one best suits your needs. For a list of the most commonly used reports and charts and their descriptions, check out our article here. We cover:

  • Table Reports
  • Kanban Reports
  • Summary Reports
  • Grid Edit Reports
  • Map
  • Calendar
  • Timeline
  • Charts (such as pie, bar, horizontal bar, line, and area charts)

2. Organizing and Assigning Groups to Reports

Quick Base empowers users to build and maintain their own reports. As an administrator, you can also build common reports that can be shared and accessed across your organization. Over time, your report list can get long and confusing. Quick Base allows you to assign ‘Groups’ of reports to help keep everything organized. You can group any number of reports by category, business unit, year etc. so users can easily find what they’re looking for.

For a detailed how-to on organizing reports, rearranging groups, working with groups, and deleting groups, follow along with this article here.

 

3. Color-Coding Rows in Reports

As mentioned above, Quick Base reports are fully customizeable. One unique feature Quick Base can accomplish is color-coding rows in reports. You can use this to draw attention to certain information points. This can save time and help users make quick and educated decisions.

Some examples of when color-coding rows in reports could be helpful are:

  • Highlight data that is “on track”
  • Show attention to a problem
  • Ease of identifying action items

There are several color-coding methods in Quick Base. If you’d like to learn more, follow along here.

 

4. Creating a Summary Report

Quick Base is capable of collecting enormous amounts of data but it’s difficult to extract anything of meaning across 100,000 rows of data when displayed as one giant list. As your data set gets bigger, it becomes important to use Quick Base Summary reports to  condense your data into digestible chunks. This allows you to receive high level insights without having to view the entire data set.

Summary reports work similar to Excel Pivot tables, where you can group your data by key data points, and summarize numeric data, like Financials into easy to review summary columns. With Quick Base, you can still apply report filters, dynamic filters and searches to drill down even farther.

To follow along step by step with a real use case, see the full article here.

 

5. Adding Reports to Dashboards

One of the best, most common, elements to put on your dashboard is a report. This helps with efficiency and ease of use for your end users, gives users instant access to the information they need, and helps make dashboards look good.

 

To learn more about Dashboards, view 4 more related tips and tricks here.

If you’d like to learn more specifically about adding reports to dashboards, follow along here.

To view detailed how to articles, and learn more about reporting and Dashboards, follow along this section of our Knowledge Base.

 

Learn More!

For more tips-and-tricks and how-to articles about Quick Base development, check out our full Knowledge Base. Here you can find articles ranging from Quick Base’s most basic features, to more Outside of the Box ideas.

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