NON-SEARCHABLE AND NON-REPORTABLE FIELDS – BACKGROUND

In Quick Base, fields are used to build, sort, and filter reports. By default, when fields are added to a table, they are reportable and searchable. From the edit page of reports, fields are available to choose as new columns, sort criteria, or filters. Additionally, when a user searches from , the search will look for the search value in all fields. As the number of fields in your tables grow, it may become cumbersome for users to create new, effective reports quickly as they must scroll through all field choices. The performance of your app can also be affected by users performing searches of all fields. To help your users find the fields to build reports more quickly and to improve the performance of your app, it makes sense to make certain fields that are irrelevant to reporting and searches non-reportable and non-searchable.

There are two options to change a field’s reporting and searching properties:

1. Field-level Properties
2. Table-level Properties

NAVIGATION – OPTION 1

To make a field non-reportable or non-searchable, click on the table icon from the Table Bar (A). Then click ‘Settings’ (B). Click ‘Fields’ (C) and then search for the field you would like to edit. Click the field and scroll to the ‘Advanced’ section of the page. To make the field non-reportable, uncheck the ‘Add this field to all new reports’ and ‘The field may be used in reports’ checkboxes (D); to make the field unsearchable in searches, uncheck the ‘Include this field when searching/filtering this table’ (E).

NAVIGATION – OPTION 2

To make a field non-reportable or non-searchable, click on the table icon from the Table Bar (A). Then click ‘Settings’ (B); then click ‘Fields’ (C). Click ‘Advanced Options’ in the top-right corner (F) and then select ‘Reportable’ and ‘Searchable’. After you click ‘Save’ you will be able to check/uncheck reporting and searching capabilities for any field in that table.

If you want to learn more about filtering reports, check out the article, Updating the Default Table Home Page and Default Report Columns.