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Basics
Report & Charts panel
Each table has a panel listing its reports and charts, organized in groups.
You and others can see the report in the panel.
Summarize Data
Summarize
# of Equipment Identification (Referred Inspections)
# of Inspections
#days_failed
Add Equipment Identification
Add Inspection
Barcode
Barcode (Inspect by Reference)
Building
CE or similar marked equipment
Date Created
Date Modified
Division
Division Safety Coordinator User
DOE Property #
Equipment Name
Equipment Status
Equipment Status (Override)
Equipment Type
Exempted By
Exemption Date
Exemptions
Facilities Equipment
Initial Inspection By
Initial Inspection by (from Inspections)
Initial Inspection by (Inspect by Reference)
Inspection Date
Inspection Date (from Inspections)
Inspection Date (Inspect by Reference)
Inspection Level
Inspection Result
Inspection Result (from Inspections)
Inspection Result (Inspect by Reference)
Inspection/Exemption Date (for reports)
Inspector Email (from Inspections)
Last Modified By
Location
Manufacturer
Maximum Inspection Date
Maximum Record ID# (Most Recent Inspection)
Model
Operating Environment
Re-inspected by (from Inspections)
Re-inspection date (from Inspections)
Record ID#
Record Owner
Related Division
Related Equipment Identification (Inspect by Reference)
Related Responsible Person
Resp. Person email
Responsible Person
Responsible Person Status
Risk Group
Risk Group Audit Field
Room Number
Send Notifications to Responsible Person?
Serial No. (Optional)
Site
Third Party Inspection?
URL Picture Reference
xxAttachment 1 Link
xxAttachment 2 Link
yyOff-Site per old Status field?
z# of Level I Inspections (Inspections Table)
z# of Level I Inspections (Pre Aug 2015 Archive)
z# of Level II Inspections (Inspections Table)
z# of Level II Inspections (Pre Aug 2015 Archive)
z# of Third party inspections
z# of Third Party Inspections (Inspections Table)
zAction Date
zBarcode (reference)
zEquipment Status (OLD)
zExempted
zFind_equipment_previously_inspected
zHigh Risk Overall Status Series (OLD)
zInitial Inspection by (OLD)
zInitial Inspection Completed (OLD)
zInspected/uninspected (OLD)
zInspection Completed Date (OLD)
zInspection Result (Multi-Choice - OLD)
zInspector Email
zN/A Does not require inspection
zre-classified date (OLD?)
zRe-classified Risk Group (OLD)
zreference
zRisk Group (OLD)
zRisk Group re-classified flag (OLD)
zRisk_group pick (OLD)
zuninspected flag
zzDivision (OLD VERSION OF FIELD)
zzDivision Safety Coordinator Email (OLD VERSION OF FIELD)
zzDivision Safety Coordinator Name (OLD VERSION)
zzRelated Division Safety Coordinator (OLD)
zzRelated Division Safety Coordinator - DSC User (OLD)
# of Equipment Identification
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Select a field...
# of Equipment Identification (Referred Inspections)
# of Inspections
#days_failed
Add Equipment Identification
Add Inspection
Barcode
Barcode (Inspect by Reference)
Building
CE or similar marked equipment
Date Created
Date Modified
Division
Division Safety Coordinator User
DOE Property #
Equipment Name
Equipment Status
Equipment Status (Override)
Equipment Type
Exempted By
Exemption Date
Exemptions
Facilities Equipment
Initial Inspection By
Initial Inspection by (from Inspections)
Initial Inspection by (Inspect by Reference)
Inspection Date
Inspection Date (from Inspections)
Inspection Date (Inspect by Reference)
Inspection Level
Inspection Result
Inspection Result (from Inspections)
Inspection Result (Inspect by Reference)
Inspection/Exemption Date (for reports)
Inspector Email (from Inspections)
Last Modified By
Location
Manufacturer
Maximum Inspection Date
Maximum Record ID# (Most Recent Inspection)
Model
Operating Environment
Re-inspected by (from Inspections)
Re-inspection date (from Inspections)
Record ID#
Record Owner
Related Division
Related Equipment Identification (Inspect by Reference)
Related Responsible Person
Resp. Person email
Responsible Person
Responsible Person Status
Risk Group
Risk Group Audit Field
Room Number
Send Notifications to Responsible Person?
Serial No. (Optional)
Site
Third Party Inspection?
URL Picture Reference
xxAttachment 1 Link
xxAttachment 2 Link
yyOff-Site per old Status field?
z# of Level I Inspections (Inspections Table)
z# of Level I Inspections (Pre Aug 2015 Archive)
z# of Level II Inspections (Inspections Table)
z# of Level II Inspections (Pre Aug 2015 Archive)
z# of Third party inspections
z# of Third Party Inspections (Inspections Table)
zAction Date
zBarcode (reference)
zEquipment Status (OLD)
zExempted
zFind_equipment_previously_inspected
zHigh Risk Overall Status Series (OLD)
zInitial Inspection by (OLD)
zInitial Inspection Completed (OLD)
zInspected/uninspected (OLD)
zInspection Completed Date (OLD)
zInspection Result (Multi-Choice - OLD)
zInspector Email
zN/A Does not require inspection
zre-classified date (OLD?)
zRe-classified Risk Group (OLD)
zreference
zRisk Group (OLD)
zRisk Group re-classified flag (OLD)
zRisk_group pick (OLD)
zuninspected flag
zzDivision (OLD VERSION OF FIELD)
zzDivision Safety Coordinator Email (OLD VERSION OF FIELD)
zzDivision Safety Coordinator Name (OLD VERSION)
zzRelated Division Safety Coordinator (OLD)
zzRelated Division Safety Coordinator - DSC User (OLD)
# of Equipment Identification
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Summarize By:
Totals
Averages
Maximums
Minimums
Std. Deviation
Distinct Count
Display As:
Normal Value
Percent of column total
Percent of crosstab total
Running total down column
Running total across crosstab
Hide totals
Hide totals row
Grouping and crosstabs
Sorting
Columns to display
Report formulas (None added)
Report formulas let you build data for just this report. Use them to generate your own text, numbers, dates and so on.
They can be used throughout this report.
Read about report formulas
Add a report formula
Summary formulas (None added)
A summary formula lets you add a column to this summary with numbers, such as averages, that would otherwise require a separate table to "roll up".
Step 1: Define summary variables
Summary formulas use variables you define here, not ordinary fields.
The variables are recognized only in these formulas.
Step 2: Write summary formulas
Use your variables as you would normally use fields. For example, an Income formula might be "[Revenue (tot)] - [Expense (tot)]".
Add a summary formula
Step 3: Next you can...
Go to Summarize to show your summary formulas in columns.
Go to Sorting to sort your rows by your formulas.
Options
Color-Coding
Use a field or formula to add colors to table report rows.
Use a field or formula to add colors to Kanban cards.
Use a field or formula to add colors to calendar events.
Use a field or formula to add colors to map pins. (Colors only apply to maps on dashboards.)
Use a field or formula to add colors to timeline rows.
Use a field or formula to add colors. Applies to table reports, Kanban reports, and calendars.
Drilldown Report
Pick a report
Defines what report will be shown when you click a group in the summary report
Default report
None (drilldown is disabled)
ABPDU Equipment ADMIN - Add Inspection Button Testing ADMIN - Compare Division Data ADMIN - Convert Division Fields ADMIN - Duplicate Inspections ADMIN - Equipment Not Requiring Inspection Field Review ADMIN - Exemptions Date Field ADMIN - Inspect by Reference Records Needing Review ADMIN - Inspection Complete Records with No Inspection Results ADMIN - Inspection Complete, Inspect by Reference, No Inspection Result ADMIN - Off-Site Equipment Review ADMIN - Pass/Cond Accepted Inspections with Inspection Records & N/A checkbox marked ADMIN - Review Equipment has been Salvaged Records (Exemptions field) ADMIN - Review Most Recent Inspection Result ADMIN - Review Third Party Inspections ADMIN - Risk Group Discrepancies ADMIN - Status Fields ADMIN - Testing New Form ADMIN- Review Inspection and Exemption Dates Aging Report: 120+ days since inspection Aging Report: 120+ days since inspection All ALS Equipment all conditional expired All Conditionally Accepted by Division All Equipment Overall Status All Equipment: Overall Status All Failed by Division ALL HIGH RISK All High-Risk Uninspected by Bldg All JCAP equipment All uninspected equipment by building ALS all equipment ALS Building 6 High Risk ALS Conditonal ALS FY09-10 Pass: Non-referenced/Referenced ALS NRTL All Equipment report 1 ALS uninspected high risk B60 HIGH DARRYL DICKERHOFF Barcode (reference) Barcode Lookup Barcodes needing stickering BELLA Equipment Building 64 Fail and Conditional report Clean Equipment Status Conditional Acceptance Inspection Conditional Accepted Equipment Conditional Accepted Equipment Email Fail David Baskin Preliminary Inspection Division Overall Inspection Status DSC: EEIP Status by Division DSC: EEIP Status by Division and Priority DSC: Equipment Inspected - Year to Date DSC: Equipment Surveyed - Year to Date EEIP Overall status EEIP Overall Status by Division EEIP: Divison Overall Status Embedded for Barcode tracking Embedded for Barcode tracking Embedded for Barcode tracking Embedded for Equipment Identification Embedded for Point of Contact Equipment Identification Equipment waiting to be reinspected ETA Conditional Report Expired Conditional High Risk Fail by User Selected Division Failed Equipment by Division Failed Equipment Report Filtered Numbers FY13 - YTD High Risk Inspections FY13 - YTD High Risk Inspections (Graph) FY13 - YTD High Risk Inspections (Graph) Filtered FY13 - YTD High Risk Inspections by division FY13 - YTD High Risk Inspections by division (Graph) FY13 - YTD High Risk Inspections by division (Graph) 2 FY13 - YTD High Risk Inspections by equipment type Gabor's Conditional Equipment bld 77 High Risk: Facilities Equipment High Risk: Home Made Power Panels High Risk: In-Use High Risk: Initial inspection Fail Breakdown High Risk: Inspection Not Required Breakdown High Risk: Interlock High Risk: LOTO by building (excluding facilities) High Risk: Not Accessible High Risk: Pie Graph by Equipment Status High Risk: Special Connector ID# Search Inspect by Reference Record Picker Inspection Complete, No Inspection Result Inspection Result and Exception is Blank but Record is Complete JCAP Conditional Acceptancec List All List All Facilities-Owned Equipment List Changes Monthly Fail Report Monthly YTD Inspections (Graph) Monthly YTD Inspections (Graph) - By Equipment Status Monthly YTD Inspections (Graph) - By Inspection Date Monthly YTD Inspections (Graph) - By Inspection Date with new fields Monthly YTD Inspections (Graph) - REVISED JULY 2016 MSD (Fail + Conditional) MSD Division (Fail + Conditional) MSD High Risk building 66 MSD Overall EEIP Status My Surveys Number of equipment created (PBD) Number of equipment modified (PBD) PBD Fail-Conditional Previously Inspected Equipment Risk Group Breakdown Rolling 12 Month Inspection Results Ron's Report Salvage Exception Sample Report Sanford Underground Research Facility (SURF) equipment Somorjai's uninspected equipment in 66 SRS equipment Surveyed Equipment by division sorted by building Table Summary - New tims high risk ALS equip Total Number of Equipment surveyed by division Un-inspected without Facilities Uninspected Breakdown status Uninspected Equipment in Donner Lab Vivi Report Weekly Inspection Report Weekly Survey Report Will's bld 58 Conditionally Accepted Equipment YTD Inspections (Graph) YTD Inspections (Graph) Backup YTD Inspections (Graph) Filtered
How can I match records using a boolean expression?
You can match records using any boolean expression using a Custom Formula Column.
This allows you, for example, to match records where one of several different fields matches a
certain value or to match records based on combining data from multiple fields.
To do this, first create a custom checkbox column by selecting Custom Options and then
selecting Define a custom formula column for this report . Choose Checkbox as the field type
and enter your desired boolean
formula.
The formula should return true for records you want to display.
Then in the Matching section of your report,
select <Custom Column> as the field, and choose Is yes as the matching criteria.
foo
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Client Performance Report
Network latency: ( )
The time taken for page load once the page is received from the server:( )
The total process of navigation and page load: ( )
From inline js at page top..
.. to the time until docready:( s)
.. to the time until window load begins: ( s)
.. to the time until window load ends: ( s)
Show fields from
Show fields from
Show fields from a related table
Please wait while your new report is saved...
If you want to show multi-day events like tasks or projects, set a start and end date for the event. To do so:
Set the start. Click the Base the calendar on dropdown, and select the field that marks the start of an event.
Set the end. Click the End date dropdown, and tell Quickbase which date field marks the end of the event. You can
choose from Date, Date/Time, Formula - Date, or Formula - Work Date fields appearing in your app. If you choose a formula field for the end date, Quickbase will
calculate the end date based on the start date (from step 1) and a duration. Click here to edit the
formula of the field you've selected in the End date dropdown.
Read
more about creating a calendar.
Grid Edit Override
When a user clicks the Grid Edit link at the top of a report,
the columns displayed on the subsequent Grid Edit screen are determined by settings
on the table's Forms Usage page.
You may override the Form Usage settings for this report. To do so, click the Grid Edit Override dropdown and select
one of your custom forms. Then, when a user clicks Grid Edit within this report, Grid Edit shows the columns (fields) from that form, in the same order that they appear on the form.
If you want, you can even hide the Grid Edit link for this report. To do so, select disable from the override dropdown.
Typically you'll override grid edit settings by report when you have also decided to override the
edit/display form used for a report.
Learn more about
customizing grid edit
and
setting form preferences by report
.
Too Many Legend Values
The field foo selected for the foo legend contains too many distinct values foo .
Reduce the number of values to or less by using the Matching section to restrict the number of records.
Adding milestones to your timeline
The Milestone dropdown lists checkbox type fields.
If you want some records to appear as milestones on your timeline, you must:
Create a checkbox type field.
Select that checkbox field from the Milestone dropdown list here in the
Report Builder.
Turn on the checkbox within records that are milestones.
In your timeline report, the milestone marker
appears at the "ending date" of any event for which you've turned the
milestone checkbox on.
Read more about: Milestones
Creating a timeline
Turn on Sort groups by starting field to
reorder your top-level groupings and show them in chronological order. Within
each
group,
subgroups
will
also sort chronologically.
If you care most about WHEN things are happening and
like to tackle the earliest items first, this feature's for you. For example,
say you've created a timeline of tasks and grouped it by project. In that case, the project
headings appear in alphabetical order. But, if you select the Sort groups by starting field
checkbox, Quickbase reorders your timeline. The project containing the task with the earliest start date moves
to the top of the list. This chronological order creates a cascade effect.
"Order the cards manually" will be available for all Kanban reports in this table.
This may take a moment.
"Order the cards manually" is now available.
You can disable it using the table's Advanced Settings