BaseBuilders Knowledge Base
Getting Started - an introduction to new users
Creating and Using Saved Reports
Saved Reports allow you to build a report once and run it again and again with a single click. Unlike Quick Reports, Saved Reports store their own queries, column sets, and summaries—making them ideal for payroll, billing, and recurring internal reviews.This article explains how Saved Reports work and walks through creating, running, and editing them.
Related Articles
Data Management - Column Sets
Decide what data you would like to see in reports and on your list views. Click your name/avatar at the bottom of the main navigation panel to open settings.
Quick Search
Need to find a record right now? Use our quick search feature.
Running Quick Reports
Quick Reports let you turn any list view into a printable or downloadable report in just a few clicks. You can run them from time reports, projects, invoices, consultants, and many other areas of the system.This article explains how Quick Reports work and how to generate one using queries and column sets.
Building and Using Queries
Queries let you decide exactly which records you’re viewing in any module. You can think of queries as saved searches that pull the right data from the database—whether you’re working with companies, contacts, projects, time, invoices, or more. This article explains how queries work, how to build them, and how to save and reuse them.