How to export all reports and their queries?
Hi there, How to export all reports and their queries? Thank you. I need a list of all reports for cleaning old and used reports. There are hundreds of reports in my database. Is it a better w...
Forum Discussion
Hello Ning,
I am not sure how you are currently doing it, but if you go to the Home page of the application that you are looking to clean reports from and go into Settings>App Management>Manage reports, it will provide you with a list of all the reports in that application and some critical information about those reports for decision making on whether to purge the report or keep it. Hope this helps...
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Brandon Drake
JHI Group
Monroeville OH
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I am not sure how you are currently doing it, but if you go to the Home page of the application that you are looking to clean reports from and go into Settings>App Management>Manage reports, it will provide you with a list of all the reports in that application and some critical information about those reports for decision making on whether to purge the report or keep it. Hope this helps...
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Brandon Drake
JHI Group
Monroeville OH
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Hi Brandon,
Thank you very much for your reply!
Yes, I was able to see the list of all reports in App Management. It contains name, type, group, last used, used count, owner, report ID. However, I am looking for queries, the queries that create the reports. such as "billing category = supplier follow up AND date after 1/1/2019" ...........
I think the queries can provide more information to allow me make decision to keep it or delete it. Any suggestions to list queries? Thank you.
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Ning W
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Thank you very much for your reply!
Yes, I was able to see the list of all reports in App Management. It contains name, type, group, last used, used count, owner, report ID. However, I am looking for queries, the queries that create the reports. such as "billing category = supplier follow up AND date after 1/1/2019" ...........
I think the queries can provide more information to allow me make decision to keep it or delete it. Any suggestions to list queries? Thank you.
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Ning W
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Ok, gotcha. That is the only way I know of showing all reports and then clicking to view the report to see specifics, which I understand is cumbersome and time consuming if you have a bunch to go through. May be a good candidate for an improvement recommendation, if it is not already, to add a field that displays the filter criteria... Sorry I couldn't help more.
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Brandon Drake
JHI Group
Monroeville OH
------------------------------- Hi Brandon,
Thank you so much. Yes, I have hundreds of reports to go through. For now, I just review them one by one. It takes time, but still work. Thank you.
There might be some API_GetSchema can do this. It'e beyond my current knowledge.
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Ning W
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- One way to do this would be to setup a web scraper. There is an extension on Google Chrome that is called simply "Web Scraper" by webscraper.io, I have used this once to pull form rules from my whole app before and it works so I see no reason why you couldn't send it in to grab all things in a report. You will need to set up rules for how and what to scrape. I would look into visiting the report in edit mode and seeing how easy it would be to pull from there vs view mode. In view you might be able to grab the text on the top right of the report, but that is split into many many different lines and labels.
If you do decide to scrape just be nice about it. Don't hit the website as hard as you possibly can, give it time between requests. You don't need to make it wait a lot of time but just be reasonable. I like to do it fairly slow and just let it run overnight if it is a large task. That way it is being done just as if a human were hitting the servers, the scraper just won't take breaks.
This has been invaluable to me because QuickBase does not offer a good way to look at all your form rules or search them for a single thing. Like if you were trying to duplicate one roles permissions in a single part of the app you would need to manually look at every rule and see if the new role needs to be added to them. I just wish there was a more native solution to this but until then, this is all I could find.
If that isn't an option for you or you cannot get it to work then I would just look into all of the least used reports and just manually check them. Might be an option depending on the size of your app.