Confident Learning Curve for Creating Custom Reports
What do you like best about the product?
I use Quickbase to organize and track waste management for several facilities. I am in my tracking logs almost daily. I can not pick just one feature I like the best, there are several. For example, I love how much time I am saving having everything in one place, how easy it is to share with other team members, and having the drop down menu prevents duplications. As well as how easy it is to export to a spreadsheet or email a log to others that are not on the team. Before Quickbase, I had to do a lot of copy/paste from multiple places to create a report. This was time consuming and not a very accurate way to get the numbers so things had to be checked and double checked often. Some reporting could take hours, now, with the customer reports, it is simply choose what is needed by clicking a couple of button, select the date range and its ready to be sent out. I do appreciate how I can click into the reports and it takes me directly to the data behind the numbers. Maybe that is the #1 feature, for today anyway.
What do you dislike about the product?
I'm still learning how to create my own reports. This doesn't seem to be very easy for me yet. But I'm sure after I've done it a few more times I will get the hang of it. I have had a chance to customize a few.
What problems is the product solving and how is that benefiting you?
Quickbase has solved one big problem, preparing monthly reports to management and regulatory agencies. Having everything in one log eliminates keeping multiple logs for different "outputs". Having the options to create custom reports for the same data entry form is a huge timesaver and prevents errors. I am still solving problems as new needs arise we are able to add tables and will continue to improve our tracking capabilities.
Quickbase Centralizes Our Data with Flexible Permissions and Automation
What do you like best about the product?
Quickbase makes it easier to manage and track the data we need without having to jump between multiple systems. I like that it centralizes everything in one place, especially for tracking studies, agreements, and invoicing. It’s also flexible enough to adapt to what we need as we grow. For example, we’ve been able to set up permissions so users only see the data relevant to them, which is important since we have multiple sites using the app. The ability to customize forms and automate processes is another big plus—it saves us time and reduces manual work. I also appreciate that Quickbase offers tools like pipelines to help cut down on repetitive data entry.
What do you dislike about the product?
So far, I haven’t been able to identify any downsides. They’ve been helpful and responsive.
What problems is the product solving and how is that benefiting you?
Before Quickbase, a lot of our processes were manual and scattered. For example, we had forms that people had to download, fill out, and email back, which was time-consuming and prone to errors. Now, we’re working on automating those forms so the data goes directly into Quickbase, which will save us a lot of back-and-forth. Another challenge was tracking all the details for our studies and agreements across multiple sites. Quickbase helps us centralize that information so it’s easier to manage and pull reports. We’re also looking to integrate Quickbase with QuickBooks to streamline invoicing and reduce the manual work of entering data into multiple systems. Overall, it’s helping us save time, stay organized, and make our processes more efficient.
MInd-blown
What do you like best about the product?
The best part is control and flexibility. I can do a lot of automation like Create reports, Email alerts, Status changes and Escalations without extensive coding knowledge.
What do you dislike about the product?
Advanced dashboards aren’t as powerful as dedicated BI tools. Reports slow down if there is a lot of data.
What problems is the product solving and how is that benefiting you?
Real-Time Data Visibility - It gives me live dashboards and reports that update instantly as users input data. For example: I can track trucks status in supply chain, Monitor invoice payments, Identify bottlenecks in procurement cycles, etc.
This makes it great for operational transparency.
Quickbase Centralizes Our Data and Streamlines Operations
What do you like best about the product?
Quickbase has been a good fit for us because it allows us to track and manage a lot of different types of data in one place. We started using it in 2021, and it’s been helpful for keeping everything digital, especially after the pandemic when we moved away from paper records. I like that it’s flexible and customizable, so we can adapt it to our needs. For example, we’ve been able to use it for tracking attendance, inventory, and even gift cards by scanning barcodes. It’s also nice that it works well across different teams and departments, which is important for us since we have a lot of moving parts.
What do you dislike about the product?
Before Quickbase, we had to rely on paper records for everything, which was time-consuming and inefficient. Even after moving to digital records, we were still printing forms for signatures and then scanning them back into the system, which felt like a waste of time and resources. With Quickbase, we’ve been able to keep all our enrollment and intake forms digital, which saves us a lot of extra work and paper.
Another challenge was tracking attendance and services. Right now, teachers manually mark attendance on weekly sheets, and we don’t have a way to track when clients enter or leave the building. Quickbase has helped us start exploring solutions for these issues, like using barcodes or QR codes to track check-ins and check-outs. It’s also helped us manage inventory, like tracking the distribution of diapers or gift cards.
Overall, Quickbase has made it easier to centralize our data and streamline processes. It’s not perfect, and there are still things we’re working on, like making sure new features are user-friendly for everyone, but it’s been a solid tool for organizing and managing our operations.
What problems is the product solving and how is that benefiting you?
Centralize our data and streamline processes
Enhanced Workflow with Seamless Customization
What do you like best about the product?
I like how customizable Quickbase is to meet my company's needs and how easy it is to do it. I don't have to call and wait for customer service to reach back out, I can just do it myself. The amount of setup time and implementation time was clearly communicated and was met by the Quickbase team. They also encouraged and helped onboard employees throughout the whole process. Quickbase has made life a lot easier by streamlining the ordering and approval processes through our 300 farms and 100 Orderers and Approvers. It has cut down multiple hours of our Accounting team trying to track down approvals. We are now importing scheduling using AI and preset customized templates, which means our HR team no longer has to manually make schedules.
What do you dislike about the product?
I find controlling what users are allowed to request to see challenging. I would prefer if we could lock down a certain section so they wouldn't even know they can request to use it.
What problems is the product solving and how is that benefiting you?
Quickbase streamlines our ordering and approval processes across 300 farms, reducing hours for the Accounting team, and simplifies our scheduling by integrating old spreadsheets with AI-imported templates, saving our HR team more time.
Super User-Friendly for Building Complex Apps and Workflows Fast
What do you like best about the product?
It’s super user-friendly, and it lets me create complex applications and workflows in no time.
What do you dislike about the product?
When it comes to handling large amounts of data, it lacks efficiency.
What problems is the product solving and how is that benefiting you?
I work with Quickbase for several clients, and it has helped us implement complex solutions quickly and with ease. I’ve been able to introduce new business processes in less than a week and get the business running smoothly.
So Intuitive and Easy to Use Right Out of the Box
What do you like best about the product?
It's so intuitive! So many programs are very complicated, but this one was easy to use right out of the box.
What do you dislike about the product?
A small point, but the Edit All Projects Below feature is the feature that's very useful for me. I think it should be the default.
What problems is the product solving and how is that benefiting you?
I run an e-newsletter business. I have to keep track of articles, authors, topics, editors, publication dates, status. I love the way Quickbase makes it so easy to add a field for each of these and sort them in so many ways. I really needed that and Quickbase makes it easy.
Seamless Setup and Flexibility with Quickbase
What do you like best about the product?
What I like most about Quickbase is the simplicity of it, from both the developer and the user standpoint. I like the flexibility of the system, and it's extremely easy to solve complex problems with Quickbase. I also like how fluid the system and platform are—there's never been anything that we wanted to do or solve in Quickbase that we couldn't figure out a way to do. The initial setup of Quickbase was seamless for our team.
What do you dislike about the product?
The only thing I can think of that could be improved for Quickbase is modernizing the user interface. Other companies similar to Quickbase are heavily involved in using artificial intelligence. Quickbase is using artificial intelligence in a lot of areas throughout the platform, but they might be a bit behind in terms of AI, however this could also be a good thing.
What problems is the product solving and how is that benefiting you?
I use Quickbase to improve workflows. It helps us manage inventory and financial compliance amongst many other processes. It also helps us by eliminating complications for more efficient operations.
Centralized procurement requests have replaced ad hoc emails and now improve workflow visibility
What is our primary use case?
I used QuickBase when I was a contractor at Tropicana Brands Group in 2023, and I used it for a couple of months because we were using it to build out an intake form for when people needed requests around procurement, specifically in the technology space. We used QuickBase to document the IT TBG procurement processes and worked with the business team to identify gaps, and then we implemented an automated workflow using QuickBase just for the TBG procurement processes.
What is most valuable?
Creating an automated workflow via QuickBase provided a centralized space where we could pull data on requests instead of using email threads or chats, and we were also able to capture all of the details in one space, which was helpful. Moving away from ad hoc collection or intake for the procurement requests and moving towards one centralized flow was a significant improvement.
I enjoyed using QuickBase because it is a low-code platform, which means you do not have to be a developer to build out a process. It is really user-friendly to build out all of the questions and how they appear and the options, so I appreciated the ease of using the tool.
In my opinion, the best features QuickBase offers are very detailed ways in which you can create your own process flow form. I remember being very specific in the types of fields or widgets that you were putting on the form and how you wanted them to appear, accepting different types of values. Being able to take in all types of data was appreciated for creating POs, as there are multiple different types of data points you want to collect to be able to produce a form or PO.
I liked being able to do an iterative process of improving the form. Being that it was customizable and highly detailed and allowing you to take in different types of data points, we were able to improve it over iterations and have it full and ready for the team to use.
What needs improvement?
I do not know if QuickBase has these capabilities because I only participated in building out the flow, the form, and the process flow, but it would be helpful, as someone who would manage the form and the process flow, to build out charts or live dashboards or something similar so people can get information right there of how many requests are submitted and how many are pending to be approved.
Giving something a perfect 10 does not leave any room for improvement, so nine was perfect. I think that the team could always improve by building the intake form and process and defining the process flow within the intake form as the first step. I think that we could probably utilize QuickBase in other ways, which is more of a team improvement.
For how long have I used the solution?
I have been working in project management for about seven years.
What do I think about the stability of the solution?
In my experience, QuickBase was able to hold all of the requests that came in. TBG is not that large of a company right now, so it worked for them.
What do I think about the scalability of the solution?
The implementation resulted in fewer errors and faster intake. Sometimes we would have had to follow up and make sure we had the right information before creating a PO, or someone would just go in and fill in what they know, and they become accountable for getting that information in instead of us following up and trying to get all the details.
I would say fewer employees are needed in the larger process of it, so the ability to add on is valuable. Other employees that are still there are probably able to do things that are more valuable with their time.
How are customer service and support?
I did not need to engage with customer support, so I have no comments there.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
There was not really a solution before; it was ad hoc via email threads and chats to get things submitted.
How was the initial setup?
I was not a part of that conversation. I was basically someone who was a subject matter expert who understood the procurement process at TBG, and so they included me in building out the flow since I understood it well. I participated in building it out and also testing QuickBase and being a part of that.
Which other solutions did I evaluate?
I am not aware of any alternate solutions.
What other advice do I have?
If you are trying to automate a workflow, capture a workflow, and have a centralized space for data, I think QuickBase is a great option. I really enjoyed using it, and it was a good experience for me. I would rate this review 9 out of 10.
Effortless, Rapid Development with Quickbase
What do you like best about the product?
I am a developer and have been using Quickbase for more than 20 years, developing hundreds of apps. Quickbase excels at handling complex applications, workflows, and permissions. The development platform is amazingly fast, allowing me to create an amazing amount of deliverables for my clients in just an hour or two. It's great that I can deliver tremendous functionality at a very low cost and there's almost always a way to meet client requests, no matter how convoluted or particular they may be. I really appreciate the AI tools that help get a starter app running in about five minutes by describing what it needs to do, getting you 3/4 of the way there quickly. I would rate Quickbase a 10 out of 10, and even higher if possible.
What do you dislike about the product?
Quickbase mobile has improved quite a bit but could use a bit more improvement still.
What problems is the product solving and how is that benefiting you?
Quickbase excels at creating complex applications with intricate workflows and permissions. It's a fast development platform, enabling rapid delivery of functional solutions at a low cost. It eliminates data chaos, consolidating information with backup and multi-user capabilities, unlike scattered and uncontrolled spreadsheets with Excel.