Click each tab on this form to VIEW and/or DEMO the various features of XL Docs
Quick Base Project
654654
HIGH
Quick Base Project - (HIGH)
Brooklyn, NY
Jill Jackson
07-08-2019
07-15-2019
In this example you can use different sheet for different subtables
We are also showing euipment image in second sheet for per equipment
4/15/2024 3:49:39 PM
 
Date
Account
Employee Name
Hotel Exp
Transport
Exp
Fuel Exp
Meals Exp
Phone Exp
Entertainment
Exp
Misc Exp
 
05-22-2018 M1899 Beverly Gordon $75.00 $100.00 $150.00 $75.00 $150.00 $245.00 $424.00
05-23-2018 M1899 Charles Young $200.00 $200.00 $75.00 $85.00 $75.00 $200.00 $369.00
05-24-2018 M1899 Christine Gomez $75.00 $200.00 $63.00 $150.00 $42.00 $420.00 $63.00
05-25-2018 H12900 Cynthia Bennett $75.00 $150.00 $200.00 $63.00 $152.00 $130.00 $200.00
01-10-2024 H12900 Beverly Gordon $750.00 $89.00 $10.00 $175.00 $35.00 $200.00 $350.00
TOT       $1175.00 $739.00 $498.00 $548.00 $454.00 $1195.00 $1406.00
 
Equipment ID
Item Name
Quantity
Unit Price
Total Cost
to Bill
Image
 
IN0017 Item 17 3 $97.00 $291.00
IN0014 Item 14 4 $42.00 $168.00
IN0005 Item 5 5 $75.00 $375.00
IN0001 Item 1 4 $51.00 $204.00
IN0025 Item 25 2 $14.00 $28.00
IN0024 Item 24 1 $75.00 $75.00
IN0012 Item 12 3 $18.00 $54.00
TOT     22 $372.00 $1195.00  
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
 
02-08-2024 03:32 AM Quick Base Project 654654 Project Expense Report_5.xlsx
01-13-2024 08:15 PM Quick Base Project 654654 Project Expense Report_5.xlsx
01-13-2024 02:37 PM Quick Base Project 654654 Project Expense Report_5.xlsx
08-27-2023 06:27 PM Quick Base Project 654654 Project Expense Report_5.xlsx
05-08-2023 04:23 AM Quick Base Project 654654 Project Expense Report_5.xlsx
05-07-2023 07:20 PM Quick Base Project 654654 Project Expense Report_5.xlsx
05-04-2023 02:07 PM Quick Base Project 654654 Project Expense Report_5.xlsx
01-10-2023 03:40 PM Quick Base Project 654654 Project Expense Report_5.xlsx
09-17-2022 10:24 PM Quick Base Project 654654 Project Expense Report_5.xlsx
09-11-2022 04:19 PM Quick Base Project 654654 Project Expense Report_5.xlsx
09-11-2022 08:08 AM Quick Base Project 654654 Project Expense Report_5.xlsx
08-22-2022 05:58 AM Quick Base Project 654654 Project Expense Report_5.xlsx
08-14-2022 01:11 AM Quick Base Project 654654 Project Expense Report_5.xlsx
05-23-2022 03:36 AM Quick Base Project 654654 Project Expense Report_5.xlsx
05-22-2022 04:20 PM Quick Base Project 654654 Project Expense Report_5.xlsx
05-22-2022 05:50 AM Quick Base Project 654654 Project Expense Report_5.xlsx
01-09-2022 03:53 PM Quick Base Project 654654 Project Expense Report_5.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
04-15-2024 04:00 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
 
Christine Gomez 12 18 7 17 0 0 13 0 0 0 0 0 0 0 0 0 0 0 10 13 0 67 0 23
Create Project Employee Expense Sheet
 My_Project_Expenses_04-18-2024-Christine Gomez     3 90
Cynthia Bennett 11 0 11 9 0 0 10 0 0 0 0 0 0 0 0 0 0 0 5 5 0 41 0 10
Create Project Employee Expense Sheet
 My_Project_Expenses_04-18-2024-Cynthia Bennett My_Project_Expenses_03-28-2023_21.xlsx 03-28-2023 04:03 PM 2 51
Charles Young 15 14 15 17 0 0 18 0 0 0 0 0 0 0 0 0 0 0 12 18 0 79 0 30
Create Project Employee Expense Sheet
 My_Project_Expenses_04-18-2024-Charles Young My_Project_Expenses_05-15-2023_19.xlsx 05-15-2023 03:53 PM 3 109
Beverly Gordon 17 17 17 11 0 0 16 0 0 0 0 0 0 0 0 0 0 0 13 18 0 78 0 31
Create Project Employee Expense Sheet
 My_Project_Expenses_04-18-2024-Beverly Gordon My_Project_Expenses_01-10-2024_18.xlsx 01-10-2024 04:05 PM 3 109
TOT   55 49 50 54 0 0 57 0 0 0 0 0 0 0 0 0 0 0 40 54 0 265 0 94         11 359
In this example we are showing multiple subtables on one Excel sheet.
04-15-2024 03:56 PM
Project Details
 
Record ID#
Description
Add Time Sheet
 
9 Test Task 1
Add  Time Sheet
10 Test Task 2
Add  Time Sheet
11 Test Task 3
Add  Time Sheet
 
Date
Account
Employee Name
Hotel Exp
Transport
Exp
Fuel Exp
Meals Exp
Phone Exp
Entertainment
Exp
Misc Exp
 
05-22-2018 M1899 Beverly Gordon $75.00 $100.00 $150.00 $75.00 $150.00 $245.00 $424.00
05-23-2018 M1899 Charles Young $200.00 $200.00 $75.00 $85.00 $75.00 $200.00 $369.00
05-24-2018 M1899 Christine Gomez $75.00 $200.00 $63.00 $150.00 $42.00 $420.00 $63.00
05-25-2018 H12900 Cynthia Bennett $75.00 $150.00 $200.00 $63.00 $152.00 $130.00 $200.00
01-10-2024 H12900 Beverly Gordon $750.00 $89.00 $10.00 $175.00 $35.00 $200.00 $350.00
TOT       $1175.00 $739.00 $498.00 $548.00 $454.00 $1195.00 $1406.00
 
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
 
Christine Gomez 67 0 23    
Cynthia Bennett 41 0 10 My_Project_Expenses_03-28-2023_21.xlsx 03-28-2023 04:03 PM
Charles Young 79 0 30 My_Project_Expenses_05-15-2023_19.xlsx 05-15-2023 03:53 PM
Beverly Gordon 78 0 31 My_Project_Expenses_01-10-2024_18.xlsx 01-10-2024 04:05 PM
TOT   265 0 94    
 
Equipment ID
Item Name
Quantity
Unit Price
Total Cost
to Bill
 
IN0017 Item 17 3 $97.00 $291.00
IN0014 Item 14 4 $42.00 $168.00
IN0005 Item 5 5 $75.00 $375.00
IN0001 Item 1 4 $51.00 $204.00
IN0025 Item 25 2 $14.00 $28.00
IN0024 Item 24 1 $75.00 $75.00
IN0012 Item 12 3 $18.00 $54.00
TOT     22 $372.00 $1195.00
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.

09-23-2022 04:28 AM
In some cases you may have multiple records that should be grouped/summarized/totaled together into a report.
Generate Summary Demo
XL_with_ReportName_5.xlsx
 04-15-2024 04:01 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
04-15-2024 04:03 PM
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.
consuelo.viramonte@brighttax.com 09-26-2022 02:53 PM 09-26-2022 02:53 PM
Yes  
Yes  
clientid=Q2 appid=bj446yrpq dbid=bneztjaka tpdbid=bj447itad tpid=17 fn=XL_EXP msid=5 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
 
No Line Item records found
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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