New grid reports (beta)

Beta

This is a beta feature, which means we’re still developing it. Some functionality might change.

Grid reports are the latest version of table reports. They offer a spreadsheet-like experience—the ability to edit directly from a report—but with the power of a Quickbase app.

Grid reports allow you to edit records in-line, without having to leave the context of your report. They also offer more powerful filtering, more control over the layout, and a significant performance boost. They can be used as standalone reports or embedded in a dashboard or form. Grid reports cannot be used on legacy dashboards or forms, however.

This article explains how to get started with grid reports and use their basic features.

Release timeline

Grid reports were introduced in 2025 as the latest version of table reports. For context, Quickbase offers multiple types of reports for tables:

• Legacy table reports—the oldest version of table reports

• “New style” table reports—an updated version of legacy table reports

• Legacy grid edit—the previous in-line editing report experience

• Grid reports—the new report experience, combining table report and grid edit functionality (currently in beta)

Grid reports are rolling out in stages as we develop them:

• Open beta—October 7, 2025

  • Off by default for existing apps created before October 7, 2025

  • On by default for new apps (or copies of apps) created after October 7, 2025

• General availability (GA)—to be determined

  • On by default for all apps (new and existing)

    • Note: There will be a setting for you to indicate in advance if you do not want grid reports on by default for the GA release

Turn on/off grid reports

Regardless of the default setting, you can turn grid reports on or off for any app in the App properties menu. To do this:

1. Open your app and select App settings > App properties.

2. Go to Advanced settings > Table report version > Use new grid reports in this app and choose from the following options:

   Yes—turns it on

   No—turns it off

   Default to Quickbase’s rollout—allows Quickbase to automatically turn on grid reports when they’re generally available and out of beta testing

3. Indicate if you would like to show users an option to go back to a legacy table report.

   If enabled, users have a toggle at the top of the report to view the legacy or new version.

Edit cells

Grid reports allow direct editing on standalone reports and embedded reports on forms and dashboards.

Enable/disable inline editing

Grid reports respect any role permissions and restrictions you currently have in place. There are also controls to enable or disable editing at the report and widget levels.

• Report settings—in each report's settings, builders can choose to enable/disable editing for that report
  

• Widget settings—builders can choose to enable/disable editing for each table report widget embedded in forms and dashboards
  

  Note: If inline editing is disabled in the report settings for a report selected to be displayed in a widget, the report will not be editable—overriding the widget setting.

Permitted users can edit records in a grid report by double-clicking (or pressing Enter) on any editable cell.

Editable cells

Editable cells are indicated by a blue square in the bottom-right corner of the cell. The square shows after you have clicked into the cell to edit.

Non-editable cells

Non-editable cells do not have a blue square in the bottom-right corner. In edit mode, they also display a tooltip with an explanation.

Non-editable cells include lookup, summary, and formula fields, as well as any field you haven’t been given permission to edit.

Unsaved edits

Cells with edits that have not been saved are indicated by a blue triangle in the top-left corner of the cell.

Add new records to grid reports

Add new rows to grid reports to quickly add records without losing the context of the rest of the report.

Add rows to standalone reports

1. Edit the report by double-clicking or pressing Enter on any editable cell.

2. Select the Add record button on the top of the report.

Add rows to reports embedded in forms

Grid reports embedded on forms (non-legacy) allow you to add child records in context—without having to leave the report or use subforms. To do this:

1. Edit the report by selecting the pencil icon at the top of the form.  

2. Select the Add row button at the top of the embedded report.

Sort and filter

Sort a column

To sort a column in a grid report, select the column heading. You can then use the arrow icon to ascend or descend. Select it a third time to clear the sort.

There are also options in the column’s More menu to sort or clear the sort.

Filter

Grid reports offer 3 different ways to quickly narrow down your data: column filters, dynamic filters, and search.

• Column filters are located on the column heading of any field in your report. They allow you to add multiple conditions with up to 10 operator filters (new with grid reports). It also offers a list on applicable fields to select or deselect data to filter.
  

• Dynamic filters are located in the Dynamic Filters panel on the right side of your report. Like column filters, this menu also offers filtering through operators and pick lists. Like legacy table reports, you can configure up to 5 dynamic filters per report in the Report settings menu. Any existing dynamic filters on legacy table reports will automatically be applied to newly enabled grid reports. Learn more about dynamic filters.
  

• Search records using the search bar at the top of your report to quickly find the data you’re looking for.

Fields with active filters are indicated by a blue dot on the column filter icon or dynamic filter icon on the side panel.

Reset filters

There are multiple ways to reset (or clear) your filters:

• Select the column filter icon, and then select Reset.

• Select the Reset filters button at the top of the report.

• Open the More actions menu at the top of the report and select Revert report.

Manage columns

Show, hide, reorder, or group columns on the report in the following menus:

• Columns panel (located on the right side of your report)
  

• More menu > Choose columns (located in a column’s heading)
  

In either of these menus, you can:

• Select or unselect columns to show or hide them, respectively

• Search for columns

• Change the order of columns

To group data in your report, drag a field’s column heading into the Row Groups section at the bottom of the Columns panel.

Exclude fields from the columns list

In the Columns panel, users can select from a list of all fields on the table that their role has permission to view. This is the same list of fields that was available in the Add a column option in legacy table reports and the Show columns option in “new style” table reports.

Admins can exclude fields from this list by going to Field properties > Advanced > Reportable and unselecting The field may be used in reports.

Adjust column widths, row height, and spacing

Both builders and end users have control over column widths, row heights, and cell spacing in grid reports. These settings are no longer simply autosized based on your data. Instead, grid reports provide more control for builders and end users to define their preferred visual settings.

Column widths

Builders can set default column widths for each field. To do this:

1. Open a field’s Field properties menu.

2. Go to Display > Default Column Width and set your desired width in pixels.

3. This default width applies to that field on any standalone or embedded report where it’s included.

End users can override builders' default settings to adjust widths as desired. Users' adjusted column widths are remembered on any standalone or embedded report on forms and dashboards.

There are multiple ways to adjust column widths:

• Drag column borders

• Double-click column borders to autosize

• Open a column’s More menu and select Autosize this column or Autosize all columns shown

Row height

Default row height for grid reports in a table

Builders can set the default row height for each table in the default report settings under Options.

Initial row height for individual reports

Builders can also set the initial row height for each report individually (overriding the default report setting). This is done in the report settings menu for that specific report.

End user row height settings

End users can set their own row height preference (overriding the builder’s default setting) by using the Change row height button on the grid report. This selection will be remembered the next time it's viewed as a standalone or embedded report.

Spacing

Spacing in grid reports refers to the padding or room around the content of a cell. Users can select their default UI spacing (relaxed, regular, or condensed) for all reports in the user preferences menu.

To override this default setting for individual grid reports, open the report’s More actions menu and choose one of the spacing options (relaxed, normal, or condensed).

Tip

Try different combinations of row height and spacing until you find your preferred display. For example, a short row height with condensed spacing maximizes the content shown on screen.

Expand or collapse groups by default

By default, groups in grid reports are collapsed when first opened. Builders can change this setting in their default report settings under Options. This setting applies to each report in a given table unless overridden in a specific report’s settings.

To override the default report settings, open the specific report’s settings and go to Sorting & Grouping > Group display.

Remembered states

There are 2 types of visual changes you can make to a grid report: structural and preference.

Structural changes

Structural changes involve changing the schema of the report by doing things like:

• Filtering

• Sorting

• Grouping

• Pinning columns

• Reordering columns

• Showing/hiding columns

These changes require you to save the report in order for them to be remembered permanently. They're indicated by a blue dot on the report’s More actions menu.

Unsaved structural changes are remembered for 1 report per app at a time. For example, they are remembered if you:

• View a record in the report and come back

• Go to a different report in the same app, do not make any structural changes to it, and come back

• Go to a different report in a different app, make (or don’t make) structural changes, and come back

Unsaved structural changes will clear if you:

• Make changes to another report

• Select the report from the reports panel (which essentially displays a fresh copy of the report)

• Select the table name from the sidebar while in the table dashboard  (which also displays a fresh copy of the report)

Preference changes

Preference changes involve making adjustments to your particular view of the report. They involve overriding default builder settings to make adjustments to things like:

• UI spacing

• Column width

• Row height

These changes are automatically remembered for your own particular view of the report. If you leave the report and come back to this report next time, these adjustments will still be there as you left them.

Keyboard commands

Here are some useful keyboard commands with grid reports:

Coming soon

This feature is still in beta, which means we’re still developing it. Here are some things you can expect to see before this feature becomes generally available:

• A new option to allow users to choose whether their column headers wrap onto multiple lines or truncate to one line

• Report caching for grouped reports

• A button to add new child records in line on grid reports embedded in forms

  • For now, you can still use subforms to add child records within a form

• New options in column properties to mark fields required at the report level and select custom record picker options

• Enhanced keyboard navigation and shortcuts

Feedback and support

Your feedback is valuable as we continue to improve grid reports during this beta period. Please follow our standard Quickbase processes for submitting feedback and requesting technical support:

• Submit feedback—In Quickbase, open the help menu in the global bar and select Give feedback

• Request technical support or report an issue—In Quickbase, open the help menu in the global bar and select Open new support case