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Quickbase How to Unlock and Edit a Report

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  2. Save as PDF

Unlock a Report

Steps

  1.  Navigate to your Project in Quickbase
  2. Select the Monthly Reports Tab (found in any of the Purple Buttons)
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  3. Select "Re-Open This Report" on the latest Monthly Report 
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  4. The browser will refresh and the "Edit Report" button will become available.
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How to Edit a Report

  1. Select the "Edit Report" button, located in the Monthly Reports tab next to the latest monthly report
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  2. Your browser should have redirected to the editable version of the Monthly Report. A quick check is to verify that the background color of your report is ORANGE.
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  3. Navigate through the Blue Buttons and their respective tabs and fill out any manual entry data 
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  4. Once complete, click "Re-Close This Report"
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  5. Click the Project Name to be linked back to the main report form.
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How to Generate a PDF Export of the Monthly Report

Once report is re-closed, Quickbase requires approximately 15 minutes to refresh the data. Once the 15 minutes have passed, refresh your browser and follow the steps below.

  1. Click the Monthly Reports tab and click the Blue "Generate PDF Export" button next to the Monthly Report you wish to export
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    • NOTE* - Ensure that the report you wish to export has been re-closed prior to clicking "Generate PDF Export" or data entries may not carry over to the PDF.
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