
Knowledge Base
Articles In This Section
What Are Quickbase Dashboards How to Set Up Personalized Dashboards in QuickbaseHow to Create a Dashboard in QuickbaseHow to add a Webpage Widget (embedded iFrame) to your Quickbase DashboardHow and When to Use Calculated Columns for Quickbase Reports How to Create a Summary Report in QuickbaseHow to Utilize the Dashboard Side Bar in QuickbaseHow to Build an Operations Dashboard in Quickbase How to Color-Coding Rows for Quickbase Reports Using Automations to Log Approval Time and User in QuickbaseHow to Create External Stakeholder Forms, Reports, and Dashboards in QuickbaseHow to Organize & Assign Groups to Quickbase ReportsHow to Link Dashboards Together in QuickbaseHow to Create Reports and Charts in QuickbaseHow to use Rich Text to Make your Quickbase Dashboard Dynamic Using Report Formulas as a Filter in a Report in QuickbaseHow to Create a Kanban Report in QuickbaseHow to Organize and Assign Groups to Quickbase ReportsHow to Use Report Formulas as a Filter in a Quickbase ReportUnderstanding and Setting Up Subscription Emails in Quickbase How to Create an Audit or Change Logs with Automations How to Create a Pie Chart in QuickbaseHow to Build Standard Reports in QuickbaseHow to Add a Report to your Quickbase DashboardSections
In a Quickbase application, when a user navigates to a table, they are taken to the table home page. Initially, Quickbase displays the ‘Default report’; it is automatically created for each table in a Quick Base application. Initially, it is a ‘list all’ report that displays the default report columns and dynamic filters.
The default columns, dynamic filters, and report can be adjusted to suit the needs of the users by following the directions below.
To customize the default table home page, report columns, and dynamic filters:

Originally, the default report will show for all users. However, the report that displays on the table home page can be changed.

To change the report that displays on the table home page, click the dropdown in the ‘View’ column and select the desired report (E).


The default report columns and dynamic filters can be edited by clicking on the hyperlink, ‘Default report settings’ (F above).
The first section of the settings page is ‘Default Columns’ (see image below for reference)

The radio buttons below the column boxes allow you to choose how new fields added to a table will be treated (I).

If ‘ask about making it a default column’ is checked, then the user will have the option to make or not make the new fields default columns,
The default dynamic filters can be customized or not shown on the default report (J).

Finally, the order of the records can be customized by changing the field in the ‘Default sort order’ section (K).

To change the default table home page in Quickbase:
This allows administrators to control which report users see first when accessing a table.
To update default report columns in Quickbase:
Table → Settings → Reports & Charts → Reporting Defaults → Default Report SettingsThese columns become the default layout for new reports and table views.
Dynamic filters in Quickbase allow users to filter report data without editing the report itself.
Dynamic filters:
Quickbase supports up to five dynamic filters per report.
To customize dynamic filters:
Custom dynamic filters improve reporting efficiency and user experience.
Yes. Quickbase supports role-based table home pages. Administrators can assign different reports to different roles by:
This helps tailor the application experience for different departments or teams.
When a Quickbase table exceeds approximately 10,000 records, Quickbase may automatically replace the default report with a search form.
This behavior improves:
This is a built-in Quickbase optimization feature.
To change the default sort order:
Select:
Save the settings
The selected sort order becomes the default for new reports and views.
Quickbase allows administrators to decide how new fields are handled in reports.
Options include:
These settings help maintain report consistency and usability.
Quickbase reporting defaults can be found at:
Table → Settings → Reports & Charts → Reporting Defaults → Default Report Settings
From this area, administrators can configure:
These settings define the default reporting experience for users.
Customizing Quickbase default reports improves:
Well-designed default reports help users access the most important data immediately without needing to build custom reports manually.
Organizations often customize reports by:
This creates a more intuitive and scalable Quickbase application.
Industries
Resources


© 2026 Quandary Consulting Group. All Rights Reserved.
Privacy Policy