Click each tab on this form to VIEW and/or DEMO the various features of XL Docs
Test Project ABC
321323
MEDIUM
Test Project ABC - (MEDIUM)
Ronkonkoma, NY
John Smith
01-10-2024
01-17-2024
In this example you can use different sheet for different subtables
We are also showing euipment image in second sheet for per equipment
4/25/2024 1:52:19 AM
 
Date
Account
Employee Name
Hotel Exp
Transport
Exp
Fuel Exp
Meals Exp
Phone Exp
Entertainment
Exp
Misc Exp
 
05-22-2021 H12900 Dana Wilkenson $200.00 $200.00 $150.00 $225.00 $16.00 $63.00 $55.00
05-23-2021 H12900 Edward Thompson $300.00 $150.00 $225.00 $200.00 $0.00 $59.00 $26.00
05-24-2021 T10894 Evelyn Morales $150.00 $300.00 $300.00 $150.00 $45.00 $63.00 $75.00
05-25-2021 M1899 Jim Johnson $200.00 $225.00 $225.00 $225.00 $12.00 $122.00 $62.00
05-26-2021 M1899 Joseph Wallace $200.00 $150.00 $300.00 $150.00 $25.00 $75.00 $75.00
08-02-2021 T10894 Edward Thompson $100.00 $120.00 $20.00 $50.00 $50.00 $75.00 $60.00
08-03-2021 H12900 Edward Thompson $60.00 $75.00 $150.00 $100.00 $100.00 $120.00 $120.00
08-03-2021 T10894 Edward Thompson $75.00 $56.00 $15.00 $120.00 $100.00 $100.00 $150.00
08-16-2021 H12900 Dana Wilkenson $200.00 $150.00 $230.00 $152.00 $120.00 $120.00 $100.00
10-10-2021 T10894 Edward Thompson $65.00 $565.00 $2.00 $656.00 $48.00 $3659.00 $23.00
11-01-2021 T10894 Edward Thompson $750.00 $350.00 $75.00 $800.00 $75.00 $2500.00 $250.00
11-04-2021 H12900 Evelyn Morales $895.00 $150.00 $50.00 $1200.00 $150.00 $500.00 $100.00
TOT       $3195.00 $2491.00 $1742.00 $4028.00 $741.00 $7456.00 $1096.00
 
Equipment ID
Item Name
Quantity
Unit Price
Total Cost
to Bill
Image
 
IN0001 Item 1 2 $51.00 $102.00
IN0002 Item 2 3 $93.00 $279.00
IN0006 Item 6 3 $11.00 $33.00
IN0017 Item 17 10 $97.00 $970.00
IN0016 Item 16 16 $90.00 $1440.00
IN0099 Item 99 150 $24.00 $3600.00
IN0013 Item 13 12 $26.00 $312.00
IN0007 Item 7 12 $56.00 $672.00
IN0011 Item 11 13 $59.00 $767.00
TOT     221 $507.00 $8175.00  
The Repository feature allows you to store any/all documents to 1 table.
Generate Project Summary (Repository)
Generate Project Summary (Repository)(Mobile)
 
Date Created
Project Name
Project Number
Project Summary FA
 
04-19-2024 10:45 AM Test Project ABC 321323 Project Expense Report_7.xlsx
04-13-2024 06:57 PM Test Project ABC 321323 Project Expense Report_7.xlsx
04-02-2024 05:30 PM Test Project ABC 321323 Project Expense Report_7.xlsx
04-02-2024 03:09 PM Test Project ABC 321323 Project Expense Report_7.xlsx
03-28-2024 03:57 AM Test Project ABC 321323 Project Expense Report_7.xlsx
03-02-2024 12:52 AM Test Project ABC 321323 Project Expense Report_7.xlsx
02-07-2024 11:39 PM Test Project ABC 321323 Project Expense Report_7.xlsx
12-24-2023 06:05 PM Test Project ABC 321323 Project Expense Report_7.xlsx
12-13-2023 02:01 PM Test Project ABC 321323 Project Expense Report_7.xlsx
08-31-2023 08:21 AM Test Project ABC 321323 Project Expense Report_7.xlsx
08-30-2023 05:26 PM Test Project ABC 321323 Project Expense Report_7.xlsx
08-21-2023 10:58 AM Test Project ABC 321323 Project Expense Report_7.xlsx
08-09-2023 02:24 PM Test Project ABC 321323 Project Expense Report_7.xlsx
07-03-2023 05:50 PM Test Project ABC 321323 Project Expense Report_7.xlsx
04-03-2023 09:12 PM XL Docs Test Project test 321323 Project Expense Report_7.xlsx
03-23-2023 04:55 PM XL Docs Test Project test 321323 Project Expense Report_7.xlsx
03-15-2023 03:08 PM XL Docs Test Project test 321323 Project Expense Report_7.xlsx
02-11-2023 04:34 PM XL Docs Test Project test 321323 Project Expense Report_7.xlsx
01-26-2023 05:14 PM XL Docs Test Project test 321323 Project Expense Report_7.xlsx
01-16-2023 10:09 AM XL Docs Test Project test 321323 Project Expense Report_7.xlsx
12-28-2022 04:29 PM XL Docs Test Project test 321323 Project Expense Report_7.xlsx
09-30-2022 10:38 PM XL Docs Test Project test 321323 Project Expense Report_7.xlsx
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08-27-2021 09:30 AM XL Docs Test Project test 321323 Project Expense Report_7.xlsx
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07-07-2020 12:27 PM XL Docs Test Project 321323 Project%20Expense%20Report_7.xlsx
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07-07-2020 11:49 AM XL Docs Test Project 321323 Project%20Expense%20Report_7.xlsx
05-17-2020 01:26 AM XL Docs Test Project 321323 Project Expense Report_7.xlsx
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02-24-2020 04:13 PM XL Docs Test Project 321323 Project Expense Report_7.xlsx
02-19-2020 11:53 PM XL Docs Test Project 321323 Project Expense Report_7.xlsx
12-15-2019 01:45 AM XL Docs Test Project 321323 Project Expense Report_7.xlsx
11-24-2019 04:29 PM XL Docs Test Project 321323 Project Expense Report_7.xlsx
11-15-2019 03:37 PM XL Docs Test Project 321323 Project Expense Report_7.xlsx
10-09-2019 10:01 AM XL Docs Test Project 321323 Project Expense Report_7.xlsx
10-03-2019 12:56 PM XL Docs Test Project 321323 Project Expense Report_7.xlsx
09-24-2019 05:02 PM XL Docs Test Project 321323 Project Expense Report_7.xlsx
09-09-2019 01:56 PM XL Docs Test Project 321323 Project Expense Report_7.xlsx
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08-02-2019 11:58 AM XL Docs Test Project 321323 Project Expense Report_7.xlsx
08-02-2019 11:54 AM XL Docs Test Project 321323 Project Expense Report_7.xlsx
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03-28-2019 09:26 AM XL Docs Test Project 321323 Project Expense Report_7.xlsx
03-28-2019 09:20 AM XL Docs Test Project 321323 Project Expense Report_7.xlsx
In this example we are skipping 2 rows for each subtable.
We are splitting one subtable record into three rows.
For one employee record we have three subtables
Subtable 1 is displaying employee's name and their double time hours
Subtable 2 is displaying time and half hours for that employee
Subtable 3 is displaying employee's standard time
04-24-2024 05:33 PM
 
Employee Name
Total Regular
Hours Day 1
Total Regular
Hours Day 2
Total Regular
Hours Day 3
Total Regular
Hours Day 4
Total Regular
Hours Day 5
Total Regular
Hours Day 6
Total Regular
Hours Day 7
Total 1.5
Time Hours
Day 1
Total 1.5
Time Hours
Day 2
Total 1.5
Time Hours
Day 3
Total 1.5
Time Hours
Day 4
Total 1.5
Time Hours
Day 5
Total 1.5
Time Hours
Day 6
Total 1.5
Time Hours
Day 7
Total Double
Time Day 1
Total Double
Time Day 2
Total Double
Time Day 3
Total Double
Time Day 4
Total Double
Time Day 5
Total Double
Time Day 6
Total Double
Time Day 7
Total Regular
Hours
for Week
Total  1.5
TimeHours
for Week
Total Double
Hours
for Week
Create Project Employee Expense Sheet
Expense Sheet File Name
Project/Employee Expense Sheet
Project/Employee Expense
Sheet created date
# of Time
Sheet
records
Grand Total
Hours
for Week
 
Edward Thompson 15 3 0 0 17 7 12 0 0 0 0 0 0 0 0 0 24 11 0 0 0 54 0 35
Create Project Employee Expense Sheet
 My_Project_Expenses_04-25-2024-Edward Thompson 321323-Edward Thompson.xlsx 04-24-2024 09:52 AM 5 89
Evelyn Morales 9 20 0 0 18 10 15 0 0 0 0 0 0 0 0 0 5 5 0 0 0 72 0 10
Create Project Employee Expense Sheet
 My_Project_Expenses_04-25-2024-Evelyn Morales 321323-Evelyn Morales.xlsx 04-24-2024 09:52 AM 5 82
Dana Wilkenson 22 16 0 0 14 26 9 0 0 0 0 0 0 0 0 0 27 20 0 0 0 87 0 47
Create Project Employee Expense Sheet
 My_Project_Expenses_04-25-2024-Dana Wilkenson 321323-Dana Wilkenson.xlsx 04-24-2024 09:52 AM 6 134
Jim Johnson 10 9 0 0 14 6 9 0 0 0 0 0 0 0 0 0 20 16 0 0 0 48 0 36
Create Project Employee Expense Sheet
 My_Project_Expenses_04-25-2024-Jim Johnson 321323-Jim Johnson.xlsx 04-24-2024 09:52 AM 5 84
Joseph Wallace 10 12 0 0 13 14 5 0 0 0 0 0 0 0 0 0 33 7 0 0 0 54 0 40
Create Project Employee Expense Sheet
 My_Project_Expenses_04-25-2024-Joseph Wallace 321323-Joseph Wallace.xlsx 04-24-2024 09:52 AM 5 94
TOT   66 60 0 0 76 63 50 0 0 0 0 0 0 0 0 0 109 59 0 0 0 315 0 168         26 483
In this example we are showing multiple subtables on one Excel sheet.
04-22-2024 02:38 PM
Project Details
 
Record ID#
Description
Add Time Sheet
 
1 Preparations for Project
Add  Time Sheet
2 Equipment Instalalition
Add  Time Sheet
3 Replacing building installation
Add  Time Sheet
4 Painting walls and carpet replacing.
Add  Time Sheet
5 Cleaning and touch ups
Add  Time Sheet
 
Date
Account
Employee Name
Hotel Exp
Transport
Exp
Fuel Exp
Meals Exp
Phone Exp
Entertainment
Exp
Misc Exp
 
05-22-2021 H12900 Dana Wilkenson $200.00 $200.00 $150.00 $225.00 $16.00 $63.00 $55.00
05-23-2021 H12900 Edward Thompson $300.00 $150.00 $225.00 $200.00 $0.00 $59.00 $26.00
05-24-2021 T10894 Evelyn Morales $150.00 $300.00 $300.00 $150.00 $45.00 $63.00 $75.00
05-25-2021 M1899 Jim Johnson $200.00 $225.00 $225.00 $225.00 $12.00 $122.00 $62.00
05-26-2021 M1899 Joseph Wallace $200.00 $150.00 $300.00 $150.00 $25.00 $75.00 $75.00
08-02-2021 T10894 Edward Thompson $100.00 $120.00 $20.00 $50.00 $50.00 $75.00 $60.00
08-03-2021 H12900 Edward Thompson $60.00 $75.00 $150.00 $100.00 $100.00 $120.00 $120.00
08-03-2021 T10894 Edward Thompson $75.00 $56.00 $15.00 $120.00 $100.00 $100.00 $150.00
08-16-2021 H12900 Dana Wilkenson $200.00 $150.00 $230.00 $152.00 $120.00 $120.00 $100.00
10-10-2021 T10894 Edward Thompson $65.00 $565.00 $2.00 $656.00 $48.00 $3659.00 $23.00
11-01-2021 T10894 Edward Thompson $750.00 $350.00 $75.00 $800.00 $75.00 $2500.00 $250.00
11-04-2021 H12900 Evelyn Morales $895.00 $150.00 $50.00 $1200.00 $150.00 $500.00 $100.00
TOT       $3195.00 $2491.00 $1742.00 $4028.00 $741.00 $7456.00 $1096.00
 
Employee Name
Total Regular
Hours
for Week
Total  1.5
TimeHours
for Week
Total Double
Hours
for Week
Project/Employee Expense Sheet
Project/Employee Expense
Sheet created date
 
Edward Thompson 54 0 35 321323-Edward Thompson.xlsx 04-24-2024 09:52 AM
Evelyn Morales 72 0 10 321323-Evelyn Morales.xlsx 04-24-2024 09:52 AM
Dana Wilkenson 87 0 47 321323-Dana Wilkenson.xlsx 04-24-2024 09:52 AM
Jim Johnson 48 0 36 321323-Jim Johnson.xlsx 04-24-2024 09:52 AM
Joseph Wallace 54 0 40 321323-Joseph Wallace.xlsx 04-24-2024 09:52 AM
TOT   315 0 168    
 
Equipment ID
Item Name
Quantity
Unit Price
Total Cost
to Bill
 
IN0001 Item 1 2 $51.00 $102.00
IN0002 Item 2 3 $93.00 $279.00
IN0006 Item 6 3 $11.00 $33.00
IN0017 Item 17 10 $97.00 $970.00
IN0016 Item 16 16 $90.00 $1440.00
IN0099 Item 99 150 $24.00 $3600.00
IN0013 Item 13 12 $26.00 $312.00
IN0007 Item 7 12 $56.00 $672.00
IN0011 Item 11 13 $59.00 $767.00
TOT     221 $507.00 $8175.00
In this section we are showing examples to create MULTIPLE excel documents
--- > We are generating below documents for every project record in table
--- > We are storing each document to its own file attachment field in the record (except for sameworkbook option)
--- >At the end of the process we creating workbook and in each sheet you can see details or weekly time sheet for each project

>> First 2 buttons are using the "sameworkbook" parameters which creates document one document with each excel tab representing a Quickbase record.
>> Second 2 button are using the "merge" parameters which creates files at each record and then creates on consolidated PDF file of all records.

04-02-2024 05:35 PM
In some cases you may have multiple records that should be grouped/summarized/totaled together into a report.
Generate Summary Demo
XL_with_ReportName_7.xlsx
 04-22-2024 02:44 PM
Generate Summary Demo
This example illustrates outputting data to multiple tabs and the first tab includes subtotals and grouping as well...
In this example we are showing a cool way to view your data as a Schedule / Gantt.
We are getting the data from the Projects and Tasks tables to display the Project Schedule in a Gantt style view.
Click to View the .xlsx Template for this example
04-25-2024 02:38 AM
In this section is an example of creating an Excel document and automatically sending out via email
--- > After entering your email address and saving the record, our "batch" process will run in the background and generate the excel document and email via our Courier Add-on.
--- > You should see an email within 30 seconds with a sample Expense sheet attached.
tjusas90@gmail.com 03-26-2024 03:24 PM 03-26-2024 03:24 PM
 
Yes  
clientid=Q2 appid=bj446yrpq dbid=bneztjaka tpdbid=bj447itad tpid=17 fn=XL_EXP msid=7 faid=146 xlddte=188 docfmt=xlsx apptoken=dj75rihdn9i2phb9fke8w4hxuqp

To Demo Graphs and Charts Please click the link below
Demo Graphs and Charts using XL Docs
Line Items
 
Project Name
Stage
Type
Cost
 
Construction  (2 Line Item records) 
Test Project ABC Construction Labor $1000.00
Test Project ABC Construction Materials $1600.00
TOT       $2600.00
Renovation  (2 Line Item records) 
Test Project ABC Renovation Labor $9000.00
Test Project ABC Renovation Materials $2500.00
TOT       $11500.00
Demolition  (2 Line Item records) 
Test Project ABC Demolition Labor $9693.00
Test Project ABC Demolition Materials $1500.00
TOT       $11193.00
TOT       $25293.00
Show fields from Show fields from Show fields from a related table
Report Name *
Description
Reports and Charts Panel
Each table has a panel listing its reports and charts, organized in groups.
Please wait while your new report is saved...
Field label
Column heading override
Justification
What does auto mean?
Fields in:

Fields to Extract:
Name for the new table:
Items in the new table are called:

When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

Read more about converting a column into a table.

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