QuickBase Reports Help
Hi all, new to QuickBase but not new to database tools. I'm trying to build a specific report within QuickBase. In Tableau it's called a Bowling Sheet. A non-propriety example looks like this: https://www.allaboutlean.com/wp-content/uploads/2025/01/Bowler-Chart-Example3.png Ive been able to get sort of close in QuickBase by using the Summary Report, and I can group columns by Month to achieve the same result, but my issue is that it's giving me a COUNT of the data that's being reported instead of the actual value of that data. I'm sure it's something stupid/easy that I'm overlooking, but I'm stumped. Any help would be appreciated.30Views0likes4CommentsEmbedded New Grid Edit Reports: Filters & Sorting Not Available in Edit Mode?
Hi everyone, I'm running into an issue with embedded New Grid Edit reports on a form and wanted to see if others have experienced the same thing. When the parent form is in Edit mode, the embedded New Grid Edit report does not allow filtering or sorting. However, when the parent form is in View mode, the same embedded report does allow filtering and sorting. Is this an expected limitation of New Grid Edit reports, or is it a bug? My use case is that users need to select records from a potentially large list using inline editing (checkboxes). Without filters or search, they have to scroll through many records, which defeats much of the purpose of inline editing. Has anyone found a workaround or implemented a better pattern for this scenario? I'd really appreciate any suggestions or confirmation on whether this is simply a current product limitation. Thanks in advance!6Views0likes0CommentsCalculate Team percentage from individual percentages
I have a table and report where we calculate each employee's individual capacity percentage by adding up the hours they have placed into a table and dividing it by 40. I now need to take those employees and show the same type of percentage but based off each manager. So if Team A has 4 people, Team B has 5 and Team C has 3, how can I show the team's percentage in a report?57Views0likes1CommentChart report name not existing in dashboard if there's no records
Has anyone had a fix to have a report name on the dashboard assuming the chart report is empty and there's no records to show. I would like to know the report without having to view the full report. This is how it is displayed. I know I can create a richtext above the report to show the report title but that's not an efficient way to use the field and also it will look weird when the report has data since there will be two titles and there are not rules to defy this.48Views0likes3CommentsDaily Auto Email By Job Number
I have this daily report (see attached) that changes every day. I would like to email this automatically each evening at 4:00 PM to myself, but, want each project number to have its own separate email with the job number in the title of the email. Any suggestions on how to go about this? (Ex. using the attached document, for this particular day, I would have 3 emails total: project 12346 with 1 ticket listed, 199990 with 1 ticket listed and 12345 with 2 tickets listed.)83Views0likes4CommentsLine Chart drops to 0 on missing dates (Sparse Data) - How to interpolate?
I am trying to plot a Risk History line chart over time. I want the line to connect from the last known value to the current value, bridging the gap over dates where no record exists. The Setup: Table: Risk History (Child table) Fields: [Snapshot Date], [Risk Name], [Risk Score] Data Structure: The data is "Sparse." I only have a row for a specific date if a snapshot was taken for that specific Risk. Example: Risk A has rows for Jan 1 and Jan 5. Risk B has a row for Jan 3. The Problem: When I use a standard Line Chart, the X-axis includes "Jan 3" because Risk B has data there. However, because Risk A has no record for Jan 3, the chart forces Risk A’s value to 0 (or null), causing the line to plummet to the bottom and then shoot back up on Jan 5. What I’ve Tried: Filtering: I tried filtering the report to [Risk Score] != 0 or null. This didn't work, presumably because there is no record to filter; the chart engine is generating the "0" because the data is missing. Scatter Plot: I switched the chart type to a Scatter Plot, The 0 value still shows. My Question: Is there a native setting in the Line Chart to "Connect line segments across missing values" or to ignore missing categories instead of treating them as zero? Or is the only solution to change my data strategy to "Dense Snapshotting" (using a Pipeline to create a row for every active risk every single day)? Thank you128Views0likes2CommentsFiltering data on mobile devices
While using an iPhone or iPad mobile device, I'm trying to figure out how to display the filter icon on reports, but can't get it to display. Is the option to change report filters on mobile devices still supported? See the attached screen shot for for an example of what I'm looking for. I'm using Safari as the browser and also tried displaying the filter icon using the Quickbase mobile app. Thanks, Jim Lieder67Views0likes1CommentGetting link to related record based on a max date
I have two tables. The main table is DSO and the related table is activity. I'm trying to get a report grouped by the DSO Name and bring me back the record ID of the activity where the field Date Roster Reconciled is the greatest. I built a report and have the information like I want it but the link does not take me to the record of the activity. I created a summary field on the DSO table relationship to the activity table that gives me the max of the date field and the max of the record id. I also added the lookup on the activities table. It's just the link takes me to the DSSO record and not the Activity record. What am I doing wrong?Solved138Views0likes2CommentsCalendar Reports
Good day everyone! I'm pretty sure I know the answer to this, but I wanted to reach out to see if anyone figured something out. Searches thus far has proven unfruitful. Is there a way to combine information on a single calendar view? For reference. We are adding a subsection for jobs that need to be related to the job but tracked separately. This sub job will have a start/stop date and time like the regular jobs, but at different dates. My end user would like for this sub job to show on his Job Calendar. The only way I can think of this is by making it a different form under the job table and have it show that way. Would this be the only way?160Views0likes3Comments