Knowledge Base

Kanban Reports | BEGINNER

Why Kanban?

When it comes to managing large teams or work across multiple stages and resources, standard reports can be cumbersome. Interpreting large amounts of data and updating progress can be inefficient which often times can lead to confusion or delays.

That is where Kanban Reports, with drag-and-drop card views, come into play. The ability to instantly view, share, and update tasks makes it easier than ever to keep your teams focused and productive. You can display work items as cards organized in columns, and instantly update progress by dragging cards. Calculated fields, color codes and filtering dynamically update in real time as well.

Benefits of Kanban Reports in Quickbase:

✓ Visibility into Real-Time Status Information.

✓ Data Collection for Process Improvement.

✓ Kick off an automated workflow by dragging a card.

✓ Drill-down on the card to view all the related information you need.

Create a Kanban Report:

  1. From the Table bar, choose a table you would like the Kanban report to live in.
  2. Select Reports & Charts to open the reports and charts panel, then click +New

  1. Select Kanban from the list and click Create.

  1. Add a name and description.

  1. In the Reports & Charts panel section, determine who can see this report.

When you save this type of report, you will have several choices to choose from. Each option will have a brief description next to them to help you select the best option.

EDITORS NOTE: An app manager can also specify which reports a particular role can see at any time. To learn how, see: Displaying Information for Certain Roles | BEGINNER.

  1. In the Card Groups section, select the multiple-choice field or user field you want to use to group your cards into columns.

EDITORS NOTE: Each group will display the first 50 records as cards on your report.

  1. In the Card Details section, you can customize the three fields you want to display on your cards. Otherwise, the cards will display the first three fields from the default settings.

EDITORS NOTE: Quickbase currently only allows three fields to be added to the kanban report cards. There might be times where you may want to add additional fields. This can be done by implementing formula-text fields. To learn how, see: Add more than 3 fields.

  1. In the Filters section, you can customize the data that displays. You have the option to set initial filters to only include pertinent information and also define dynamic filters that enable users to change the display to quickly view information that is relevant to them.

  1. In the Sorting section, select the fields to determine the order you want the kanban cards to appear within your columns.

  1. To color-code your cards, select Color-code cards using a formula. To learn how, see: Color-Coding Rows in Reports | BEGINNER

To learn more about other type of reports, check out more articles here: Reporting & Dashboards.

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