Click each tab on this form to VIEW and/or DEMO the various features of XL Docs
Web Development Project
65465465
LOW
Web Development Project - (LOW)
New York City, NY
John Doe
07-15-2019
07-22-2019
In this example you can use different sheet for different subtables
We are also showing euipment image in second sheet for per equipment
5/15/2024 2:45:26 PM
 
Date
Account
Employee Name
Hotel Exp
Transport
Exp
Fuel Exp
Meals Exp
Phone Exp
Entertainment
Exp
Misc Exp
 
05-22-2018 M1899 Aaron Henderson $150.00 $300.00 $300.00 $150.00 $45.00 $63.00 $75.00
05-23-2018 M1899 Barbara Mcdonald $200.00 $225.00 $325.00 $225.00 $12.00 $212.00 $62.00
05-24-2018 H12900 Betty Lawson $200.00 $225.00 $225.00 $225.00 $12.00 $122.00 $62.00
01-10-2024 M1899 Joseph Wallace $550.00 $125.00 $20.00 $125.00 $25.00 $150.00 $200.00
TOT       $1100.00 $875.00 $870.00 $725.00 $94.00 $547.00 $399.00
 
Equipment ID
Item Name
Quantity
Unit Price
Total Cost
to Bill
Image
 
IN0004 Item 4 6 $19.00 $114.00
IN0003 Item 3 3 $57.00 $171.00
IN0025 Item 25 4 $14.00 $56.00
IN0099 Item 99 5 $24.00 $120.00
IN0007 Item 7 2 $56.00 $112.00
IN0020 Item 20 4 $16.00 $64.00
IN0004 Item 4 9 $19.00 $171.00
IN0004 Item 4 8 $19.00 $152.00
TOT     41 $224.00 $960.00  
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
 
08-16-2022 05:38 PM Web Development Project 65465465 Project Expense Report_6.xlsx
08-16-2022 05:33 PM Web Development Project 65465465 Project Expense Report_6.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
05-16-2024 11:52 AM
 
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
 
Barbara Mcdonald 13 17 19 12 0 0 11 1 1 1 0 0 0 0 0 0 0 0 14 14 0 72 3 28
Create Project Employee Expense Sheet
 My_Project_Expenses_05-17-2024-Barbara Mcdonald     3 103
Betty Lawson 8 19 18 13 0 0 15 0 0 0 0 0 0 0 0 0 0 0 12 15 0 73 0 27
Create Project Employee Expense Sheet
 My_Project_Expenses_05-17-2024-Betty Lawson My_Project_Expenses_12-19-2022_12.xlsx 01-30-2023 10:42 AM 3 100
Aaron Henderson 16 18 11 11 0 0 20 0 0 0 0 0 0 0 0 0 0 0 21 12 0 76 0 33
Create Project Employee Expense Sheet
 My_Project_Expenses_05-17-2024-Aaron Henderson My_Project_Expenses_12-15-2023_10.xlsx 01-26-2024 11:49 AM 3 109
TOT   37 54 48 36 0 0 46 1 1 1 0 0 0 0 0 0 0 0 47 41 0 221 3 88         9 312
In this example we are showing multiple subtables on one Excel sheet.
05-15-2024 03:11 PM
Project Details
 
Record ID#
Description
Add Time Sheet
 
6 Task 1
Add  Time Sheet
7 Task 2
Add  Time Sheet
8 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 Aaron Henderson $150.00 $300.00 $300.00 $150.00 $45.00 $63.00 $75.00
05-23-2018 M1899 Barbara Mcdonald $200.00 $225.00 $325.00 $225.00 $12.00 $212.00 $62.00
05-24-2018 H12900 Betty Lawson $200.00 $225.00 $225.00 $225.00 $12.00 $122.00 $62.00
01-10-2024 M1899 Joseph Wallace $550.00 $125.00 $20.00 $125.00 $25.00 $150.00 $200.00
TOT       $1100.00 $875.00 $870.00 $725.00 $94.00 $547.00 $399.00
 
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
 
Barbara Mcdonald 72 3 28    
Betty Lawson 73 0 27 My_Project_Expenses_12-19-2022_12.xlsx 01-30-2023 10:42 AM
Aaron Henderson 76 0 33 My_Project_Expenses_12-15-2023_10.xlsx 01-26-2024 11:49 AM
TOT   221 3 88    
 
Equipment ID
Item Name
Quantity
Unit Price
Total Cost
to Bill
 
IN0004 Item 4 6 $19.00 $114.00
IN0003 Item 3 3 $57.00 $171.00
IN0025 Item 25 4 $14.00 $56.00
IN0099 Item 99 5 $24.00 $120.00
IN0007 Item 7 2 $56.00 $112.00
IN0020 Item 20 4 $16.00 $64.00
IN0004 Item 4 9 $19.00 $171.00
IN0004 Item 4 8 $19.00 $152.00
TOT     41 $224.00 $960.00
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.

08-16-2022 05:31 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_6.xlsx
 05-15-2024 03:29 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
05-15-2024 03:39 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.
 
 
clientid=Q2 appid=bj446yrpq dbid=bneztjaka tpdbid=bj447itad tpid=17 fn=XL_EXP msid=6 faid=146 fnrid=N 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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