It seems that timeline reports are not available to be slected when setting up a document template. Has anyone figured out a workaround for this?
Solved
Add timeline report to document template
+3Best answer by CameronUrevick
Hi Mike,
Unfortunately, timeline reports don't seem to be currently available as an option for document templates in Quickbase. Here are a couple of workarounds you might consider:
1. Use a Standard Table Report: Convert your timeline data into a standard table report format that can be included in document templates. You can structure it with rich text columns for task names, start dates, end dates, and durations.
2. Export to PDF/Image: Generate your timeline report on-screen, export it as a PDF or screenshot, and then include that image in your document using a File Attachment field that references in the template.
3. Custom Solution: If you need this frequently, you could explore using a code page or external tool to generate a timeline visualization that gets embedded in your documents.
I'd also recommend submitting this as a feature request to Quickbase through their product feedback channels—timeline reports in document templates would be a valuable addition!
Let me know if you need help setting up any of these alternatives.
+3Hi Mike,
Unfortunately, timeline reports don't seem to be currently available as an option for document templates in Quickbase. Here are a couple of workarounds you might consider:
1. Use a Standard Table Report: Convert your timeline data into a standard table report format that can be included in document templates. You can structure it with rich text columns for task names, start dates, end dates, and durations.
2. Export to PDF/Image: Generate your timeline report on-screen, export it as a PDF or screenshot, and then include that image in your document using a File Attachment field that references in the template.
3. Custom Solution: If you need this frequently, you could explore using a code page or external tool to generate a timeline visualization that gets embedded in your documents.
I'd also recommend submitting this as a feature request to Quickbase through their product feedback channels—timeline reports in document templates would be a valuable addition!
Let me know if you need help setting up any of these alternatives.
+4Hi Mike,
Expanding on Cameron's 3rd suggestion, you might also consider creating a rich text formula field to generate your timeline.
+10An update for anyone who finds this later: Cameron's answer was correct in February, but timeline reports can now go into document templates. Quickbase released this on April 9, 2026, along with timeline reports in custom emails and printed forms.
In the template editor, select Add elements, choose Report, and pick your timeline report from the Report dropdown. Use the Report element rather than Report as a customizable table, which is meant for table reports.
That should remove the need for the screenshot or rich text workarounds.
Release note:
https://resources.quickbase.com/nav/app/bu9ax9c5r/table/bu9a2h65e/action/dr?rid=536&ifv=1
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