Spreadsheet Backup before Month End Rollover Before running the month end Rollover, run this report and save it off to Excel with a name appropriate to the date.
Month End Rollover DO NOT PUSH BUTTON RIGHT BEFORE A SALES PORTAL REFRESH (because who know what will happen when the Inventory Portal is frozen). The Sales Porrtal refresh time are on the sales Portal Home Page.
Note: Please just click once and then wait for the pop up box saying that the rollover is complete. It takes a full 5 minutes and does not go faster if you watch it :). The button will stay "depressed" while its running. We suggest that you run this in a separate Browser window (not just a separate tab), and then flip it to the background and go off and do something else while it runs. There will be a pop up message when its done.
Undo a Roll Forward Only use this button if you Rolled Forward twice in one month and need to Roll back.


Import into the $ History Table
(then use the Back Button to get Back here)
        

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.

Show fields from Show fields from Show fields from a related table

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