Organize reports in the report menu to make them easier to navigate for your users. If reports are not organized, they are listed in alphabetical order. You can organize your reports to do things like:
- Move the most popular reports to the top of the list
- Group reports according to topic or purpose
Requirements
App admins can organize reports in an app. This means in the app, your role must have:
- Access level of Full Administration
- Edit Field Properties column checked for each table in which you want to organize reports
These options appear on the Permissions tab when you edit the role.
Note: If the app is in an account on the Quickbase Essential plan, only users in the Administrator role can organize reports.
Turn on organize mode
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In the sidebar, select the table featuring the reports you want to organize.
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Select Reports under the table name to open the report menu.
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Select Organize to turn on organize mode. You'll see dragging indicators appear next to the report names.
- When you are done organizing reports, select Organize again to exit organize mode.
Reorder reports
To reorder a report, select the dragging indicator and move the report to the desired location. You can also hover over a report name to access the three dot more menu. Within that menu, there is the option to move the report up or down.
To move an entire report group, select the dragging indicator next to the group name.
Create report groups
- Hover over a report name and select the three dot more menu.
- Select Move to group.
- Type in the name of a new group, or search for an existing group and select Move report.
Group names restrictions:
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Maximum of 32 characters
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Cannot be blank
- May not duplicate other group names, including Shared, Personal reports, or Recent
Remove a report from a group
- Hover over the report name and select the three dot more menu.
- Select Move to group to move the report to a different group. Or, select Remove from [group name] to move the report back to the Ungrouped reports category.
Rename report groups
- Hover over the report group name and select the three dot more menu.
- Select Rename group
Delete report groups
- Hover over the group name and select the three dot more menu
- Select Delete group
You'll have the option to also delete the reports within the group. If you do not delete them, they are moved back to the Ungrouped reports category.
Organize a report from the report builder
When creating a new report, or changing an existing report, you can also use the report builder page to set how it’s listed in the report menu.
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In the settings for a new or existing report, use the Reports & Charts panel section, then choose Show options.
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Use the Group for this report setting to select an existing group.
Edit reports from the report menu
Rename a report:
- Hover over the report name
- Select the three dot more menu > Rename report
Delete a report:
- Hover over the report name
- Select the three dot more menu > Delete report
Modify a report:
- Hover over the report name
- Select the three dot more menu > Report settings