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Drilldown Settings

tips & tricks Aug 28, 2023

I don't make this change nearly as often as I should! 😱

When you create a summary field it is automatically linked to the records it is summarizing.

This makes it easy to click on the value and "drilldown" to the related records.

HOWEVER...

The report that opens is the child table's default report.

And, if you're like me, your default reports aren't always the most snazzy. 🤫

So, let's do something about it!

Open the field properties for the Summary field, scroll down to the Summary Field options, and select the report you want to use for the drilldown behavior.

🚧 CAUTION: If you select a report that has filters on it the drilldown will also filter them out which can lead to confusion (like when the summary amount is 10, but the drilldown only shows 8 because of additional filters).

But wait! There's more! 📣

You can also set the drilldown behavior on Summary Reports.

While viewing the report, click on Customize this Report and scroll all the way down to the Drilldown Report option.

Select your report and Save your changes.

Now when you're drilling down from either a Summary Field or Summary Report you can display the best view of your data!

Summary fields are a super useful component of a Relationship, but did you know there are many other components? And possibly even some you didn't know existed!

How familiar are you with Proxy fields? Conditional dropdowns? Summary fields? Report links? Filtered record pickers? Snapshot fields?

Have you ever created a faux relationship or used a formula as a related reference field?

The "Demystifying the Relationship" course will demystify these components and more!

Understand how records actually relate to one another AND what it means for your forms and user experience.
Learn what a proxy is, when to use it, and when not to.
Set up conditional dropdown fields to filter choices.
Establish snapshot fields to LOCK in values.
Use report links to filter and display related records in creative AND useful ways.
See what happens when you change key values that will impact your relationships.
Discover the effects of deleting a relationship or deleting a table with relationships.
Get an inside look at how I get creative with relationships using report links, custom key fields, and formulas.

Start Demystifying the Relationship Now

What Quickbase Developers Say About Demystifying the Relationship

★★★★★

This course goes beyond what you might learn in the QuickBase training videos and brings it all together into a more concise and practical format.
—Tamera B.

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Clear and detailed. Your course was fantastic.
—Mike B.

★★★★★

This course helped me understand the complexities of table relationships. I feel more confident in my ability to create and maintain table relationships in Quickbase.
—Allan H.

★★★★★

That is a great course to take if you are looking to get a better understanding on relationships. It is explained in simple terms, with clear demonstrations of each of the procedures involved. Highly recommend it!
—George K.

★★★★★

I am so glad that I took the time to do this section because I have learned so much more than knew was possible.
—Kristina H.

★★★★★

This course helped explain the differences between proxy, reference and lookup fields, as well as snapshot fields which I have never used before simply because I wasn't sure what exactly it meant. I also appreciated the guidelines for deleting tables and relationships when it comes to the cleanup involved afterwards. These are things I've learned the hard way over the years so it was nice to see this laid out in a best practices manner.
—Jaime P.

★★★★★

It's very informative, and I like that there are real-life examples shown.
—Athena C.

★★★★★

Excellent course!Very informative and detailed. Not at all complicated to follow.
—Stephen M.

Start Demystifying the Relationship Now

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