About the new table reports

Note: Quick Base new table reports are currently in early access. We will be making changes regularly between now and when this feature is released.

The most common type of Quick Base report is a table report. Participants in our early access program can view table reports two ways by turning on and off New style at the top of the page. You choose the style on a per-report basis.

In new-style table reports, grouping and filtering are changed significantly. Also, some actions you can take in the old-style report, such as grid edit and import/export, are not currently supported in the new style.

Grouping

With the new style, you can have nested groups that are collapsible.

nested groups in a table report

For information on grouping in the old-style table reports, view the sorting and grouping topic.

If you have permission to alter table settings, you will see other commands that you can use to:

Filtering

New style

You can show or hide a filter row by clicking the Filter icon at the top.

filter row in new table report

Filtering is currently supported for the following field types:

  • Checkbox

  • Date

  • Text

  • Multi-select text

  • Text-Multiple choice

  • User

  • Formula-checkbox

  • Formula-date

  • Formula-text

  • Formula-user

Date-range filters

We provide a date-range picker for filtering dates, date-times, and the corresponding formula types. The date-range picker has an improved user interface.

Search filters

We provide an input box for filtering every other type of field, and the corresponding formula types, except for duration, file attachment, report link, iCal and vCard, list-user and date-time summaries.

Search filtering means there’s a box you type into. Users can separate multiple words with spaces, ANDs, and ORs.

Drop-down filters

In addition, drop-down menus are provided for the following field types and corresponding formula field types:

  • Address

  • Checkbox

  • Predecessor

  • Rich text

  • Text, including multi-select, multi-choice, and logged entries

  • User

  • Work date

For fields with fewer than 100 unique values, a drop-down is provided:

  • Automatically for the first five columns that are supported field types

  • On-demand for any additional columns. These columns have a Filter button you can click.

If there are more than 100 unique values, you’ll see a search box.

Old style

With the old-style table report, you can add initial filters and up to 5 dynamic filters. These dynamic filters display at the left-hand side of the page. For more information on how dynamic filters work in the old-style table reports, view the dynamic filters topic.

Actions available only in the new style

With the new style table reports, on a per-report basis, you can:

  • Adjust the density for displaying your data by selecting one of the line icons at the top.

  • Re-size columns by hovering in between the columns in the hover row and clicking and dragging the resize icon.

  • Copy a custom URL You can share the view of your report with the filtering, grouping and/or other changes you have made in that session via email. Select the Clipboard icon at the top to copy the URL to your clipboard.

Note: Both re-sizing columns and adjusting density are temporary. If you close your browser session and come back later, you will need to make these changes again.

Actions not yet supported in the new style

The following actions are not yet available in the new style:

  • Grid edit
  • Email
  • All of the actions available from the More menu, including print, import/export, save as a spreadsheet, and copy
  • Checkboxes to take bulk actions, such as deleting records
  • Most actions available from the column drop-downs, such as grouping and hiding the column.
  • The ability to click and drag to rearrange the order of columns
  • The ability to click Save at the top to save changes you’ve made while using the report. You will need to click Customize report to make and save changes.

Other differences

There are a few other differences in how the table reports styles work, including:

  • To view a record in the new-style reports, select the View icon. In the old-style reports, you can click anywhere in the row to view.
  • Page numbers appear at the top of the report in the new style and at the bottom in the old style.
Related topics: