Change the default report fields & settings in QuickbaseNov 07, 2018
Default settings are intended to help save us time, but too often we leave them set to... well the default. This can have the reverse effect of robbing us of our time. With a little upfront effort to re-set the defaults we can save our future selves from this pain.
If any of the following sound like you (or you don't want them to sound like you) check out this tutorial!
- Constantly having to add and remove the same fields when creating a new report
- Being annoyed with the default sort order
- Getting frustrated with the choices in the dynamic filters
In this tutorial, I'll walk you through where, how, and why you should be updating your default report settings.
- Open the field settings
- Select Reports & Charts
- Choose Default Report Settings in the upper right corner
Time to put those default settings to work for you!
In this tutorial, I mention that you can stop auto-adding new fields to reports. The video that shows you how can be found here: https://quickbasejunkie.com/blog/how-to-stop-adding-new-fields-to-reports
See the video transcript
FROM THE TUTORIAL: "...Let's fix that now. The default columns or fields are the ones that Quickbase will pre-populate every new table or report with. To get the most out of your defaults, you'll want them to be the fields you use the most often on the majority of reports. This will allow you to easily customize starting with the initial set of default fields as a base to build off of. In addition to the fields, there are also defaults for the dynamic filters that show on the left side of the report. As well as, the initial sort order. You can update these default settings using the links here but let me show you where to find them when you're not creating a report. In the table report settings, you'll see the menu for reporting defaults in the upper right. Here we'll select the default report settings. We can add or remove fields from the default list on the right. So, for example, I might want to add total project costs and remove the option to copy this project and the number of tasks. I can also reorder these using the arrows to move them one by one or to jump ahead. Below this is an option to control what happens when you create new fields. I have another video on this topic called Stop auto adding new fields to reports. Check it out with the link below. A little further down we can see the dynamic filters. Your multiple-choice field and multi-select fields are great candidates for dynamic filters. As are date and user fields. Again these should be the ones that you're most likely to want, and if needed you can customize further on the individual reports. At the very bottom, we have the default sort order. I believe the default that is preset by Quickbase is last modified, which is often not helpful. So don't forget to update the sort order for the field you deem most relevant. Setting these defaults early will save you a lot of time as you and your users create all the necessary reports..."
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