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Reports generated on import

  • 1.  Reports generated on import

    Posted 03-29-2017 15:21
    During a webex with Kirk Trachy, he imported some test data for us and QuickBase auto-generated reports of the columns.  Can anybody tell me how that is done?


  • 2.  RE: Reports generated on import

    Posted 03-29-2017 15:40
    By default the "List All" and "List Changes" reports are made anytime a new table is made.

    As far as the columns that are assigned to it, you can control those by editing the report.  Or if they are using the default report settings, you can change those defaults and it will apply to many reports at once.

    To modify one report, select that report from the "reports & charts" dropdown.
    >
    In the top right you will see "Customize this report"
    >
    Modify the columns as desired in the settings, and you are good to go.

    I can send some screen shots if that would help...


  • 3.  RE: Reports generated on import

    Posted 03-29-2017 17:35
    Great, thanks.