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First time user

  • 1.  First time user

    Posted 05-21-2020 11:27
    First time user, are there any short cuts in QB to create reports?  I already have the data, just trying to figure my way around QB.    Thanks.

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    Linis Licor
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  • 2.  RE: First time user

    Posted 05-21-2020 11:41
    The best advice is that once you have the table set up in the field set up in the table, then I would go into settings and reports and at the top right there is a setting there for the default report..

    I suggest that you set up the most useful fields in the most useful sequence with the most useful sort and the most useful dynamic filters. Then when you go to create future reports you will have a template that is likely to be pretty close to what you need for most regular table reports.
    Was that your question? Or were you asking how to set up the table itself?


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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: First time user

    Posted 05-21-2020 11:52

    Thanks

     


    Linis Licor
    Analyst, Loan Administrator

    World Business Lenders
    WBL California, LLC, a Licensed California Finance Lender and Broker

    #60dbo-41841

    101 Hudson St, 33rd Floor
    Jersey City, NJ 07302

    Direct: (551) 267-6814
    Email: llicor@wbl.com

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  • 4.  RE: First time user

    Posted 05-21-2020 12:36
    Here's a video that walks through what Mark is referring to.



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    Sharon Faust (QuickBaseJunkie.com)
    Founder, Quick Base Junkie
    https://quickbasejunkie.com
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