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LinisLicor's avatar
LinisLicor
Qrew Member
4 years ago

First time user

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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60dbo-41841

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  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew Champion
    4 years ago
    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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    • LinisLicor's avatar
      LinisLicor
      Qrew Member
      4 years ago

      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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