Name: Strategies to See & Act on Insights
Uploaded: 2025-11-13T19:16:30.795Z
Duration: 1 h 2 min 24 s
Description: Strategies to See & Act on Insights

Transcript for "Strategies to See & Act on Insights": Hi, everybody, and welcome to our strategies to see and act on insights webinar. We're gonna get started in just a minute. I'm just gonna let folks have another minute or two to trickle in and start joining us. Just to let everyone know while we're doing our webinar today, we're planning for it to be about a half an hour of time of us chatting and then we're gonna have some Q and A time at the end. So what we'll be doing is I recommend if you have questions during the course of the webinar, you can either drop them in the chat or even better, right above the chat, there's an option for q and a. You can drop your questions there. That'll cue things up so that myself and the members of the product team who are joining us will be able to help answer your questions. We're joined at we're gonna be joining for joined at the q and a section by Ryan Murray and Alice Rich from our product team who if you've gone to web many of our other previous webinars or Empower Pro recently, you'll be familiar with that. They'll be familiar faces. Also, if you are looking for any links or supporting documentation for today's webinar, if you check the docs section, which is just next to q and a, you can also find a bunch of links to helpful information about what we're gonna talk about today, including, being able to download a copy of our PowerPoint deck from today. So if you're looking for those resources, those are available for you. Q and a is available, and, everything will be recorded today as well. So this webinar will be recorded and made available on demand afterwards. So, ideally, you'll be able to sit back, relax, and enjoy, and not have to worry about writing everything down. Alright. So we've given a little time, a little overlap, so we're gonna just jump in. I'll introduce myself. I'm Evan. I'm a member of the product marketing team here at Quickbase. I've been with Quickbase for a little over nine years now and have spent a lot of time, you know, working with the community, getting to know a lot of other builders, and being a builder myself for some of our internal applications. And my real focus here today is for us to just kind of go along together and talk a bit about some features that recently came out with our, launch at Empower Pro last month that can help you with some of the ways you think about your day to day projects or your day to day workflows. So we're going to go through a couple different things and specific today, the key takeaways I wanna introduce you to if you haven't used them yet or haven't gotten familiar with them yet, grid reports, some of our new charts that were made available, and then quick insights and data analyzer, two of our AI powered features that have existed for longer but have basically come out in a fresh form during the course of the fall with a refresh on, like, how they work and how you can interact with them and a real, like, a power up. So it's a reintroduction to someone you might be familiar with already. So I'll just give a quick overview of the the four things we're gonna cover today. Grid reports is a new option available for an updated look and feel for reporting. You can basically turn these on in your existing applications to get a refresh in the way you think about building your reports and also how they look. The real goal here is to make them fresher, cleaner, easier to read, but also a lot easier for you to edit and interact with. They're available now. They're in beta, so all you have to do is opt your application in to using grid reports. I'll talk about that more when I get to that section. Next, we just recently released 15 new chart types. They are basically new charts available to help you visualize your data so you can share those things with members of your team, also make sure that you put them on executive dashboards. So you can take data that sometimes feels a little flat when in a report because there's just so much to parse and turn into something more visually appealing and more easily, tangible for folks to enjoy. And then we'll also be covering quick insights and data analyzer together together. As I mentioned, those are two AI powered features which really are built to help you tap into real insights from your data. They will help you look for, trends in your data you might not see yourself and give you some suggestions on areas where you could focus. For example, you might be looking for information on why your projects are running long, why certain tasks go over budget. It can give you some suggestions of where there's trends in your data. And then from there, you can use your own sleuthing skills and some other help to figure out if there's opportunities for you to train your team, build up some new practices, document better. It's really here to be your, like, brainstormer when it comes to figuring out what is going on with your data. Alright. So we're gonna jump in and talk a little bit about what all these features kind of have in common, what what drove them, what made them interesting, and what ideally should they make them interesting to you as well? You know, everybody's familiar with spreadsheets. We all work in them, many of us, sometimes unwillingly, and they were, you know, they're older technology. They were introduced in 1979. There's so many people using them all around the world every day, but there's a lot to be left to be desired. They are they have to compromise sometimes on power in order to make them more accessible. Quickbase is about helping you move past that and moving your business past that without feeling like you need a whole development team on your on your side. So, like, you know, nine to 10 workers use spreadsheets multiple times per week in their daily day to day work. 50% of said work with spreadsheets daily. That is a lot. That's a lot of reliability for technology that has gotten incrementally better, but not necessarily at the same level that everyone needs it at. And just some some stats about, like, why moving why us focusing on helping you move away from spreadsheets and moving into something like Quickbase, a unified platform, can be really helpful for your business. You know, 59% of people feel like they're wasting time. They spend eleven plus hours per week chasing down critical data because it's stuck in different systems, different places, spreadsheets instead of being available. They also find that it causes delays. They're spending that time running down information, rechecking numbers, making sure it's in the most up to date version, not definitively making the decisions and doing the work that they wanna do. And then they feel like their impact is is, reduced. You are not spending time on the projects that empower your work or the unique things you're able to do when you're spending them doing all this tail chasing when it it comes to your data. And that is really, sort of like the intro for what is, like, what where do grid reports fit in? What are they trying to help you do? And what they're really trying to do is help you visualize and edit your records and make it easier than it's ever been before for you to do those things and basically access your data. You can with grid reports, you can update information intuitively while, your changes instantly power your connected processes. It and it's a lot like a spreadsheet. We took our existing reports and said, like, where could they get better to make it easier so you don't feel like you've moved from spreadsheets into Quickbase and given up something? Instead, you get to feel like you've only gained more. So that's really what the focus of, spreadsheet or grid report is supposed to be. It's supposed to say, like, we don't want you to feel like you're leaving anything behind. Instead, you're just gaining a lot of advantages. So they'll be really, really easier. For those of you who are familiar with our existing reports, you might think about the fact that when you go to edit a report, you have to hit edit, go into a different, screen, make your edits there, hit save or display and go back and kind of you might find yourself juggling back and forth between the edit screen and actually viewing what comes out. We wanted to pull a lot of those things forward so that they're accessible to you while you stay on your report. So you can see the changes happening live and be like, yeah, that's right, or be like, no, I think maybe I did something wrong. This is just about making it easier, less, annoying to have to, like, jump back and forth between the two environments. And, you know, you can update your data with a familiar feeling. So one of the things that people feel passionate about is is being able to grant it or quickly edit inside the cells as you're on a report. We've made that even easier. So it's easier for you to go and edit your data, do fill downs, be able to bring up things like date pickers you can see in this image here. So you can do more on one screen. Not only can you say, hey. This report needs a few tweaks. I'm gonna make some changes on it. You can also say, hey. This data needs some tweaks. I'm gonna make changes right here and hit save. This is great for all those little updates that if otherwise, you're kind of jumping between screens. You're having to say, like, I need to update the data on seven projects. I'm gonna have to go into each individual project, pull up the right data, make the changes. And that is sort of going to make it easier for you to think about how do I look at my data and also how, do I interact with it. And so, yes, I see some people are talking asking about enlarging the visuals. Yeah. What we're gonna do is actually we're gonna jump into a demo. We're gonna go into an application where this is live. So you'll get to see it'll be the full screen. It will be everything that you're looking at. So you'll get a better, more in touch view so we can chat a little bit more about, like, what could I be doing with grid reports and how are they different from what I'm familiar with? Like, why make the change? So give me one second, and we'll jump over to our demo. So here we are altogether in my one of my demo applications. It's a, site team project manager. It's basically a place where I think about running a team who does a lot of independent work for folks in our, fields. So, basically, customers that we're working with have projects where we're going out and doing work for them. We wanna track that data, make sure we know when they start and end, how long it took us, who's in charge, what kind of budget are we looking at for those things, when are we successfully completing projects, and when are we failing to do so. I built it using a ton of data that we had lying around for the business. As a result, I have some pretty hefty reports. There's a lot of information, tons of value in here, but not always the easiest thing to read. And that can make it a little tricky for someone who's like, I just really wanna be able to get to some information. So we're gonna sitting down and thinking about when it comes to our projects, what are some things that might be interesting for us, or what are some things that we'd really wanna dig into? Classic one, for example, is I might be thinking, hey. I wanna know when my projects are going over budget because I can so I can figure out which projects are the ones that are most likely to be costing my business rather than making a business, money, and which ones are also going over perhaps going too long, which ones are the ones that we're not we're just not delivering on time, not only meaning that we are going to be giving more money, like, we're gonna be spending more money on these projects, but we are going to be making customers unhappy. And so in the diff like I said, in the in the old world, you might be familiar with you'd have to come up here and hit edit your report, dive in, dig through your fields, and sort of build a version of this report and make it live. Now with grid reports, you can also just use this column section over here allowing you to pull up a list of the fields that are all reportable in your application so you can see what is currently on the form what is currently on the report and what is still hidden. From here, you can then start doing things like adding or removing fields, making it easier for you to clean up your report. You can also importantly add fields that aren't currently on the report. So let's say I wanted to see, percent over budget. I wanna know which of my projects have gone over budget and what percent. And I also have this over budget field, which is a checkbox that just tells me when a, project is over budget based on those numbers. So I can come over here and see that both of them now exist on my report, but they're at at the end. It's not where I want them. I instead want to pull them up to the top, making it easier for me to see all of my important data on my project altogether at one time. So now I can easily see all of my projects based on whether or not actually, you know what? And we'll make that change one more time. I wanna see over budget checkbox first. It's just the information I care about the most right now. And now I can get that information broken down for me altogether. Even better, I have some suspicions that I not all of my managers have the same seniority and experience. Some of them might be struggling with their projects more than others. I'm gonna take my manager field, and I'm gonna group all of my data by manager name. So I'm gonna drop down here, and now I get a breakdown of all of the different managers and how many, projects they have. I can open that up, and I can see everyone's specific breakdowns, including some of those things like subtotals. And even better, I'm in here now. I'm most interested in five projects that are over budget. Let me apply a quick filter, and let me say that I only wanna see projects where, yes, we've gone over budget. And now I can get a breakdown and filter into the data even better to see that Arnold has 16 over budget projects. I can collapse again if I want to so I can see everyone's breakdown and dive into the person whose data I care about the most. Perhaps I have a member of my team who has a very high number like Thomas, and I'm like, wow. That's not great. I wanna take a closer look at, like, why are so many of his projects over budget, and, hopefully, I have this over budget percent over budget field. I can start seeing, oh, some of his projects are 30% over budget, 20% over budget. Like, those could be really, helpful insights for me that might stress me out or might help me figure out where things are going wrong. So now we've added a single field, which is over budget. Now let's say, hey. Pass is the past. I can't change any of my projects that are already done. I really need to focus on my projects that are currently active because those are the ones that I still have chance time to change. I can also go over to status, open this one up, and say I wanna remove anything that's been completed already. And here I now have both of those filters altogether. I can stat see the status is not complete and see basically these projects are over budget and incomplete. This is an opportunity for me to make a change. I can prevent more budget from being spent. I can curtail any losses. This really helps me focus. And the same thing as before, I can always drop that expand back down and see if those numbers dropped, who maybe is the hot spot where I'm most worried. And I can go in and see things like start dates and end dates. As I mentioned before, this isn't just about seeing my data. It's about being able to edit my data as well. So if I narrow down on someone like Arnold, I see he has a lot of open projects. We have some things here in November, which are supposed to be closing fairly soon. But I might also have questions about, like, why is this cloud migration show an end date of being back in 05/06, but it's still incomplete? Do we have some data entry issues that I need to look into? Did this project go crazy long for some reason that I'm not familiar with? Maybe in some cases, I just have something coming up fast. Like, this data cleanup is supposed to have been the eleventh. Maybe he just missed this date. I can also go in and change that and say, you know what? There's no way if the project hasn't started, we're not gonna finish it. I'm gonna have to move that forward. Hate to make a project go longer, but I have to do what I have to do. I am also going to move this one from the twenty seventh. I'm gonna take that and move it out as well. And this five six project, if I look into it, I might realize, this is this is a problem project. Something went wrong. I need to make some changes. I actually think I want to change, you know, the priority of it. I wanna move this up to a high priority project. And you can go in and make as many edits as you need, and it will continue to just store those edits for you, and they won't go live until you hit save. You can also individually go in and undo some of those changes. So, like, don't worry if you accidentally changed a bunch of things at once. You can make those changes as well. And speaking of making bunch of changes, you have a lot of classic features you're familiar with, like being able to grab and fill down. So if you wanted to make multiple projects high priority quickly, you can do so. And there's a couple of those other things that you might be familiar with from, editing a spreadsheet that you can now gain access to as well. And so I'm gonna revert all that. I don't actually wanna make everything high. Priority, that might cause some people to panic, but I will keep some of these other changes, and I'll hit save. And so now I've updated those records. I've got a few things back on track ideally, knock on wood. I might decide that from there I'm done. I don't I actually don't need this information anymore. I'm gonna be able to get myself back on track. I think I'm feeling good. I could hit reset filters, and it would clear it all out, and I'd go back to looking at a normal version of this report. Or if I was like, you know what? Honestly, this is a really helpful report. I don't have it yet. I can also always save my report as well. So I had the opportunity to kinda build it on the fly, make some tweaks and changes, add some filters. I wanna save it. I wanna make sure that I have this available on the regular. And I could save this as, like, over budget projects by manager, over budget open projects, for example, and I could then make that available to my team, making it easy for them to make some changes that they need to make, or just be able to call it back to it regularly. And when I'm done, like I said, I can just reverse my filters, and I go back to the experience I experienced before. Similarly, I could go back in and remove those two budget fields that I had in previously. I'm not looking at them anymore. I'm I'm on to a different project. As I mentioned, grid reports are out in beta. The way you gain access to them is they are, currently set by app. So if you are the manager for an app and you wanna add it in, you can go into your app, into its properties, and you'll find a new section here under table report version, beta. You can default to our rollout, which is saying, like, Quickbase helps me pick when my, report helps me pick when the report shows up. Or if you wanna make sure that you're getting grid reports in this particular application, you can say yes. And what that will do is it'll make grid reports your default experience for that application, and you can also set the option for allowing folks to toggle back to our older reports. You can leave that on. You can turn that off. It all depends on how you want to manage things. So for those of you that had some questions about, like, how can I let some folks in my team try this out but not roll out the gates and let everybody on my team have access to this, You can do that by your specific application? That way you can say, hey. I have this existing version of my app that I don't wanna test this out on, but I wanna test it out. You what you can do is you can go in and make a copy of that app, and you can say, hey. Everyone who's an admin, jump in this app with me. Let's try these new reports out, and let's give whatever feedback we have. Let's make any plans we have before you let it hit a big app that you you care deeply about. And, yes, I saw there was a question. It is available in in beta. So this is something that you could be using today if you would like to. You would just have to go in and turn it on for one of your applications you feel comfortable using it in. Alright. And so that's just a quick introduction of, like, what are grid reports when we talk about them because sometimes it's it's easier to see things than just think about them, and why you should think about using them. It's really about making it easier for you to edit make on the fly edits on your reports so that you can see your data the way you need to see it, but then also be able to make quick changes. So it's we're trying to bring two things together, better reporting and easier editing. And then, obviously, there's always the classic questions in beta. What can we expect to have coming? There's a bunch of enhancements coming to grid reports soon. We are making, it easier for you to make choices about your column header rappings that when you have some of those long field names, they aren't just gonna get cut off. We wanna make sure that feels nice and smooth and consistent. Default report options to configure, you know, like, who has access to the inline editing. Make sure you have control over, like, where it's happening table to table, set up custom report pickers, like, something that we know people do in our existing reports right now. They're just trying to bring that functionality to you as well, interacting with links in your edit mode so that you can still click on links and not just feel like every time you try to click it, you're immediately pushed to edit it because we all know that's a little frustrating in spreadsheets when that happens to us, resetting your column widths to default and enhancing keyboard navigation shortcuts. These, like I said, are all things that are just gonna make it more comfortable for you to use them and more intuitive, as you go through the beta. As always, as as any of our features, make sure if you're experiencing them and you run into any issues, you let us know via support cases. And if you have any ideas or things that would make them easier for you to fall in love with, make sure you reach out through feedback to let us know. These features are always, like, heavily inspired and heavily influenced by the things that our customers tell about tell us about them. And now we're gonna jump into our next area, which is new charts. So basically, these are new ways to visualize your data. If you're not familiar, charts are all the millions of ways that you can think about, like pie charts, graphs, bar charts. They kind of all fall under that same umbrella. If you're new to Quickbase, you might not even be realizing you could have more of these. You can just like you can build a report, you can use your data to build these visualizations. They're great for dashboards, great for getting a high level view of your data, great for executives where you want to give them an ability to see your data quickly without needing to go through 100 lines of records. We've added 15 new type new types of reports just to make it easier for folks to pick visualizations that make sense for their data. We had a whole bunch. You can see here we talk about, you know, very, very wide bar charts, heat maps, spline charts, steam graph steamer graphs. Like, there's a lot of options available. I will say the ones we're gonna talk a little bit about today is we're just gonna take a look at some examples of the heat map, radial bar, stream graph, and a donut. That's just ways to visualize your data. And so what we're gonna do is similarly just jump in and take a look at what those kind of charts look like in Quickbase. Alright. There we go. So we've jumped back into that same familiar report we were just on, and we probably have some of the same questions. Imagine we're still thinking budget is a big concern. We saw something in our reports that freaked us out a little bit, but now we wanna pull back and be able to share that with another member of our team and start thinking about how we can, turn that off or like, yeah, how we can turn that data into something more actionable, we're gonna go into our reports. I treated and built some reports in advance. Clint, you would have you this presentation, but one of the examples might be, what if I wanted to know how much budget is outstanding in all of my projects? So for every open project, for every manager, and for every status, low, medium, or high. So how or have priority, I should say. How, like, how highly do we rate the priority of these projects? How much money is sitting outstanding? This can really help us think about, our data in a different way. So we know that some of our managers had a lot of, over budget projects. Now I wanna help I wanna dig into that, and I wanna see things like, hey. Robert in his current open projects, he has the most of my budget committed to these medium sized projects. I can also see things like some of my managers have a very relatively small. That could give me some insight into the types of projects I'm expecting my various team members to take on. Perhaps I've been putting some big expensive budget projects on somebody who is lower in seniority or maybe overwhelmed. Like, if I click into Robert's budget and see how much of that is is committed to from many, many, many projects, perhaps some of my overages are because the wrong people are carrying the wrong workload. This helps me visualize my data. It helps me answer some questions around, like, where are things going? And this is a heat map. It's telling me the heat. Where are the hottest spots for my projects? Or where are the cool zones where people are carrying less work, less budget, less risk? You could do something similar with number of projects and we can actually throw these side by side and be able to see, you know, Robert has x number of projects. For example, let's go in and it's pretty easy to if you built a report in Quickbase, you'll be familiar with the report builder. There's an option here. Like, I did my colorations from red to green where the higher it was, the more green it was. You could always flip that. If you wanted to be, like, higher budget, bigger problem, you might want that to be red and you might want green to be low. I like it high because it's like that's my opportunity. That's my green space to do make an impact. And you can see here you set I set it by priority and manager name, and I set it by budget. I can also quickly do things like, number of projects, for example. And instead, I get a hot spot graph of who is carrying the most projects where. What's funny is I saw previously Robert had a lot of money committed in this medium range. I also see that he's holding the most projects. That could be a red flag for me. Perhaps I need to move some of his projects to some of the folks that are carrying a lower, number or lower quota of projects. So I can see about controlling where we go over budget perhaps because we're just too busy. And that is just a quick view of, like, how we can think about using one of our new types of charts to help us visualize our data. Let's go in and actually grab another. So I'm still thinking a lot about projects and project distribution, and now I have some questions. Maybe my budget isn't the only problem. Maybe the number I'm assigning is. So I can use something like a stream of graph, which is showing me records over time visually. It's a little crazy, this one, that just because there's a lot of folks on the projects. But what this is showing me is how many projects someone has based on end date. So I can see someone like Robert, if I zoom in on him, carried a ton of projects in these big bursts. So he had a ton of stuff in June, a ton of stuff in September, a ton of stuff November, December. This can help me figure out, like, is there places where there's just hot and cold streaks where maybe I'm throwing a lot on someone's plate at once, and I could start to smooth that out. And we could just like our other reporting, we could filter here. We could say, hey. I wanna take some people out. I wanna focus on some people. This is basically just giving me some information. So I can see a breakdown of in the month of June, here's sort of, like, how much workload was everybody carrying, and is that changing in a way that feels true and organic for my business, or is that in a way that makes me concerned? Did I put way too much on somebody? And you can continue to build different versions of this. For example, if you wanted to see, like, percent over budget, like, of the people who have these over budget projects, how big is the how big are the percentages? Like, who's who's the biggest perpetrator of over budget projects? And that just kinda gives you ways to think about visualizing your data. Even better, you can take these charts and throw them onto dashboards, making this accessible for other folks to see. People can make much prettier ones than I did with my test data that I have. There's a lot of things you can do here if you have, for example, tasks where you individually track the amount of money that is being spent. You could say, hey. I wanna look at, every project's task breakdown by how much individual money is being spent every month, and you could get a nice stream to see where is your money going. Like, where are you actually committing your money, and does anything feel wrong? And let's so let's take a little, you know, let's take some other things. Like I mentioned, there's some other types of charts that can be really helpful. I'm gonna stay on my, focus on projects, and I know that things aren't going the way I want them to. Maybe I'm overwhelming people, but, also, I know that I have folks capture risks for me. When they're out in the field working, I say, hey, project managers, it's your job to capture if there's something going on. So every manager should feel comfortable to come in and talk about like, are they getting feedback from customers, Is there issues with our with our tools that we're using? Do we have some hardware failure that's running ran a risk of making our projects go long? I wanna similarly visualize some of that. And so one of the things I could do, I mentioned we we did heat map, we looked at a stream of graph, now we're gonna look at our radial. What that does is it says, hey. Let me take all of these managers and let me look at how many risks they records they've created. How many times have they recorded a risk about a project? And what's great about these is I can have it broken down so I can see, you know, how many medium, how many low many, how many high they did. So I get a really quick visual graph of, like, who's running into issues. And what's helpful here is I can see the outliers, the folks who are reporting a lot of issues. I can also see the folks that are reporting very few issues, which can be trickier sometimes to see in a, like, a report where it's just a list of records because you don't think about who's not reporting problems. But I know that Thomas is also one of my biggest, perpetrators for having a ton of I shouldn't say perpetrators. One of the people who is has a bunch of projects that have gone over budget, but very little risk. So he's done very little to inform me about issues with his projects. This could be that there's not problems and we're not seeing things before they happen, or this could just be a great teaching opportunity. Maybe the people that have the most issues, like Arnold and, Derek, have done a really good job about reporting the things they're supposed to do, but maybe some of my low reporters frankly didn't know there was a that they were supposed to be recapturing certain types of issues, forgot about it, lost got lost in the process, and that could be important insights I'm missing. And so graphs like these can or charts like these can really help you be like, oh, that's a great, like, brainstorm for me is, like, maybe there's some people out there not capturing data that I might have missed if I was like, oh, I've got so many records I need to visually street, like, look through in order to figure out where things are happening. And similarly, I can always think of different ways to do that report. So I mentioned the last one we could do is, say I've got this radial bar and I wanna change the report type, I can always rebuild it as something else. So, like, for example, I could go in and say I wanna rebuild it as a donut, and I wanna do, you know, manager name, I wanna do number of risks. I don't care as much about the severity because I've realized that that's a little more arbitrary. Like, some issues people are perhaps correctly reporting how severe an issue is, but not reporting correctly how many issues they have. I could then go in and just see this in a slightly easier to read version where I can go in and see, like, okay. I've got some people who are just a very small piece of my pie, but are carrying just as many projects as everybody else. Alright. So that's just an example of a couple of these reports. As you build them, as you think about them, you know, they can be a great way to, like I mentioned, spice up your, dashboards. Some of them will come prebuilt with reports and charts. Don't forget that those are things you can always change. I can always go in, edit, and I can always say, hey. I'd rather pull out this ups outstanding budget and have that available every time I sign in or have that available every time one of the leaders of my team signs in so that they know we're focused on the right places. Alright. And let's jump out of here and back into our last section. So now we're gonna talk a little bit about quick insights and data analyzer. If you think about it, we've talked a little bit about how do you capture and, look at your information, how do you display that information in a way that's really visually interesting. Now how do you how do we help you find insights you might have missed in your data that might not even show up in things like reports and charts because you're not sure where you're looking? And that is where, AI can fix up in to help you uncover some high level trends with just a few clicks. So first, we have quick insights, which basically, help you replace some of the assumptions you might have or some of the concerns you might have with some AI powered intelligence that reveals what's driving your business incomes, turning some of that raw data into things you could take action on. So perhaps you didn't think to build a report looking at manager because you didn't realize managers were that important to the way you ran your business. You might not have even known to look at risks and see that someone doesn't report them. This might be able to help you point point you in the right direction. And so quick insights is, you know, taps into that information to help, with machine learning models to help you look for trends, popping them up for you in seconds, making it really easy for you to get some, like, finger in the wind initial sentiments. And then when you want to go beyond that, when you're saying, hey. Like, I love these initial sentiments. I wanna dig deeper. Like, I wanna see the numbers. That's where you can really think about data analyzer. It is similarly powered with AI, but helps you can go a little bit data to a little bit deeper to help you predict which projects will go over budget, which suppliers will cause delays, or we know which processes are most likely to fail. So not only can you see trends that already exist, but you can say, like, hey. Based on the information you have in your app, let me help you predict who's gonna go over who's likely to go over budget, who which of my suppliers has a real problem with, like, quality, for example, because they have a high number of previously, like, poor quality products. And it also helps you visualize some of those results. So you can say, hey. Help me understand where we could be doing better, and it can point you in some directions. I give the classic caveat, this is AI, so you should always think about the fact that you are the expert on your business. It's giving you some advice, it's giving you some help, it's helping point you in the right direction, then you should still be the one who thinks about owning your decisions and understanding. Hey. If data analyzer tells me something I'm interested in, that's a great opportunity for me to use my reporting, my filtering, my charts to back up that information and really give it my eye. But this is gonna help you say this is gonna help you know I should build similar charts. I know I should look into some data, know I should talk to some members of my team. And so what we can do here is just jump into a similarly a quick demo. We're gonna talk a little bit more about how to use Quick Insights and Data Analyzer. So for our example today, we're going to talk a little bit more about how AI can help you dig into your data, specifically how you can be using quick insights and data analyzer to help you dig into information and maybe find trends that you're not seeing yourself, in particular for information you've recently uploaded or haven't had a chance to look at before. Maybe you've been collecting project data for the last two quarters, and you've never really spent any time thinking, what do I have to do to report on it? And it's be almost the end of the year, and you're thinking, well, oh, now I really need to start figuring out like, where did my trends exist and where are things that I could be doing differently as I plan for 2026? So in order to do that, we're going to jump into the report we built earlier together when we were talking a little bit more about grid reports. This is when it's great sometimes to save things for later, because you can always come back to them. And we were really interested about projects being over budget. What's going on there? And I wanna actually get quick insights to help me figure out what might be trending, what might be going on. So what I can do to access quick insights, which is a AI feature that helps you look into your data, is grab this dot dot dot menu, open it up, and actually go down to quick insights. From here, I could very quickly figure out what am I trying to look into. So I'm on my projects table. I wanna report on this over budget field. I could use this filtered report that I created. Let's actually go over to a list all report. This will just make sure that I'm getting all of my information. I want to predict when projects are going to be over budget or when that checkbox is going to be checked. So we give it a quick second, hit generate. It will do some quick work in the background to find out if there's some correlations for us to look into, and it pops up some really interesting information. So right out the gate, it lets us know that for a manager ID or manager name, Thomas, which we know those that's the same person, there's a 90% 4% confidence that they are impacting our over budget. They are basically 32% more likely to be over budget on average. And if we keep going down, we might see that there's some other things that help us identify when projects could be over budget. It's an AI, so we'll get things wrong every once in a while. For example, when the actuals are over a certain value, things will be over budget. That makes sense because perhaps this is an actual number that never we never had we never planned for any project to cost us more than that amount of money. So it's a really easy correlation for Defiant, but perhaps not the most impactful. But we can also see that, for example, Robert, when he is a manager, he is 20% 29% less likely to have a project go over budget. That's really helpful. That can help me realize that Robert could be a place person I could speak to about how to reduce our projects being over budget. Perhaps he has a really good technique. Perhaps he has a really good eye for trends, and that someone like Thomas might just be a really great training opportunity. We can also could dig further. You could see that there's an option to show more. We could look if there's more options. Or if you wanted to dig even deeper, we can go into data analyzer. Data analyzer, you can think of as like a beefed up next step. So quick insights is looking for really quick trends that the AI could identify without having to dig too much deeper. Data analyzer will dig deeper for us and provide more information and, importantly, will also allow us to create a field that exists on every one of the records on this table that will show us, the percentage that thinks likely that something will happen. So in our instance, it'll give us a prediction of how likely on each project does it think that this project will go over budget. So let's open data analyzer and give it a second while it really quickly pulls up for us the prompt that we need. So it brings over the information from Quick Insights already. It knows that we wanna look at our projects table and we're looking at the over budget field, and we wanna predict when it will be checked, when it will be over budget. We just wanna give this prediction fee. I've done this before, so I actually already have a likely to go over budget field that I've used in a previous application. We're just gonna copy it over here. You could name this field whatever you want. This will be your field's name when it finally is made. And I basically, I want it to run a little bit of a deeper analysis. This might take just a little bit longer. What will happen is it will run the analysis for you, and then when it is done, it will send you an email to let you know when it's ready. So I'm gonna pause this recording for a second, and we'll come back to it once our dashboard is actually ready. Now that enough time has passed, I'm able to see my new prediction, and I can open up my prediction dashboard. Here, I'll be able to see a distribution of my records, so I'll get an idea of the likelihood of one of my projects going over budget. I definitely don't love that I see a 122 per of my projects at the 60 to 70 range. I also don't love that I see six that are in a 80 to 90 range. It is nice to see that there's some who are looking on the lower range, but still not loving not loving these numbers. I can get a little idea of also the accuracy and some of my historical outcomes, things it uses to help balance what it thinks to be, like, a good likelihood that this will happen. What's even better is that from here, I could click on any of the bars, and it will actually take me to a report where I can see those records and get more information on what is going on with my data. So let's actually jump into the 60 to 70 range. And now we can see that these are the records that are in my likelihood of going over in the 16 to 70 range. And even better, we can see at the very end that there is a field for my likelihood that I'll be able to use later and I can reference in Quickbase whenever I'd like. And, basically, what this does is it lets me get a little bit more information about which of my records are likely to which of my projects are likely to be going over budget and which of the projects that really need my attention. So, obviously, anything up here in the 60 to 70 range, it really needs to be something that I take as a priority. And from here, I can even use the help that I had with grid reports to quickly edit this report, go in, grab my manager name again, drop it into my rows, and I can quickly see here's some folks I should be focusing on. I can start pulling up some reports. I can put things together for them, and we can have a talk about why so many of these projects are in this range and what can we do to protect ourselves from these risks. And if I'd like, I can always jump back to this dashboard. It is now saved and available for me. It is something I can reference as I go forward, and it can even tell me some more information on, like, which fields did it look at when thinking about why my projects might go over budget to help them get some historical information as well as some nice trends in there. And it'll all be saved here under the data analyzer, which you can find inside of your app settings going forward. And at any point you'd like to update these predictions, you can do so by clicking update prediction. This is great for if you import a bunch of new data, let a cup let a time pass. Perhaps you wanna do this on a quarterly or monthly basis where you go in, update your predictions, and take a look at what is happening with your data. And you can always create a new prediction here as well. I like to go through the quick insights version first because I can make sure that there's something there before I create the predictions, but I can also always jump here and jump right to digging deeper into my data. And that's just a quick, introduction to data analyzer and what you can expect to find using quick insights and data analyzer working together to find, trends in your data. Alright. And that was just a quick introduction to what quick insights and data analyzer could do and how you can access them in some of your applications. Obviously, there's a lot more you can dig into depending on the type of data that you have, but this is just a good overview of, like, some of the things that are available for you. I know we covered a ton today, so what we're gonna do is we're actually gonna move on to our q and a section. I'm gonna have Ryan Murray and Alastair from our product team come up and join us, and we're gonna take a look at some of your questions and perhaps jump back in if we need to to any of our demos to look into things. Hi, Alice. Yeah. How's it going? Doing pretty good. How are you? And hi, Ryan. I'm great. Alright. So let's dive in, and takes take a look at some questions. I'm gonna flash up on the screen and chat about them. And whoever whichever review feels comfortable jumping on a question, feel free to take them. Let's see. We're gonna start with this first one from Jennifer. What is the criteria for wrapping text in the field for grid reports? Sometimes things wrap and sometimes they don't, even when they're the similar length. Yeah. So it's can be kind of nuanced. I think, Jennifer, maybe you're running into a bug in this scenario. We are actually following back on, like, the browser's default wrapping behavior in some of these scenarios. So it we found that it can be a little bit inconsistent. So if you are running into that and if you have a great a good example of, like, I would have expected these two things to behave exactly the same, please submit a bug report for that so that we can investigate on our side and get that resolved and normalize that behavior. Awesome. And I've got another one from Haley. Let me see. Is there a way to transition to the new format for admins, but not all the direct service staff? And this is in regards to grid Yes. Great question. I would actually love to steal the screen share from you, Evan, reports. Absolutely. so that I can show this off a little bit. I think I need you to stop sharing. first. Okay. Stop. sharing, so you should be able to just take you should be able to snag it now. I got it now. Perfect. Okay. There we go. It looks like a grid report there for, absolutely. I'm actually gonna go out of full screen because it's relevant to see kind of my URL bar. So just as a refresher, grid reports are enabled app by app. So to do that, Evan showed this, but you go into app properties, and there is this option here to say, would you like to use grid reports in this app? You can choose yes, no, or let Quickbase decide for me. Once you choose yes, that changes the experience for all users in this application, admins and non admins alike. But bef what if this is off, there is a URL parameter that you can add to allow you as a builder to see what things will look like in advance. So if I go to my report here, you can see this is one of our legacy styles, and I am in my URL bar here. I'm going to add this parameter and use v, three equals yes. And just a little bit of inside baseball jargon information. If I'm talking about v three, that's gonna be grid reports. V two is what I'm kind of currently seeing right now, which is our current default experience, and v one is our legacy experience. So you're gonna want and v three equals yes. And if I press enter there, I'm gonna see this experience, our new grid reports, only for me as a builder. So that is, a good way that you as a builder can kind of check out what things look like before you enable it for, everyone in your application. And there are some, like, configuration settings you may want to check out at that time before you enable things for folks. There are a few different options. If I just go into my and even when grid reports are off for an application, you'll see these configuration options. So things like if groups are expanded or collapsed by default, that's a new option that we have here. Your default row height and, your column widths as well, you can configure those. And if inline editing is available or not, you'll be able to configure all of those things ahead of time. I might be jumping the gun on a future question here, but those are the things that I would particularly advise you to take a look at before you enable grid reports for your entire application for everyone. So just as a refresher there, that URL parameter, I cancel out of here. And you I think I wanna get rid of the skip parameter. Here we go. And use v three equals yes. And that's gonna display the new experience just for you. I might keep the screen share in case there are other questions that would be relevant to demo. That would probably be awesome, actually. I imagine. Because, like, the next one we have is what are the issues we should consider before turning grid reports. on for any older apps? I'm assuming this also means so I assume older or bigger makes sense. Yeah. Absolutely. So I would say just that there are new, options for configurations, which make them more powerful, but also may expose other pieces of information that weren't previously, quite so front and center. One thing that I would call out, Derek, is in this columns panel that Evan demoed, obviously, up top, you have all the, fields that are part of this report. And in the bottom, you have all of the fields in the table that the user's role has access to that are marked reportable on the table. This is the same list of fields that you could access in the show columns menu, before in our legacy table reports. But now since it's a little bit more front and center, you may want to go through your fields and make them if you don't want users to see them, you may wanna mark them as not reportable. And just to go over which setting I'm looking at here, if I go into field properties, there is an option here to set if this field is marked reportable or not. And if you don't want that field to appear in that, columns panel on the right, you would uncheck both of these options. And other things to consider, I would just recommend that you go through and configure the options that I just listed. And I'm gonna go ahead and turn it on in my app here just so we can take a look. But configured, like, that grouping option that I mentioned, whatever you want your default grouping experience to be, and configure if you want inline editing to be available, or not. And then also make sure that you have set your default row height and column widths as you, want them to appear for your users when they first log in and see the new, grid report experience. Awesome. And let's see. What else do we have here? We have a question from Vivian. Can you set up grid reports by table, not across the entire application? I think you kind of answered this already, but I feel like it never hurts. to get definitive. Totally. So grid reports are enabled app by app. So once you enable them in app properties, they're on for all users in that application. You cannot set them sort of table by table. However, you can configure things like the inline editing options table by table and report by report. Actually, that's an enhancement we have coming up this, upcoming weekend with our release. We'll be introducing an option at the default report level for you to say if inline editing is available on grid reports or not. That is not currently available, but will be on Sunday. Awesome. Alright. So I we've moved to we'll move forward to some questions we had about the new report types as well or the new chart types, and then we'll also jump from there to some questions about, AI, and then we'll circle back. If I see there's it might be a couple more questions about grid reports coming in. So, we had a question for, I'm trying to teach users about when to choose different reports and was hoping there is a quick based article or help doc on it. I would say there is some stuff that we have on reporting that's in our, Quickbase University. It would not include the new chart types just yet, but I know that it's something that they are thinking about, like, how do we enable on that? You can also find a, article on our community written by Brian from our product marketing team where he talks a little bit more about what the different types types of charts are and what they're good for. Like, he gives a great example of, like, if you have this use case, here's a chart that lines up to it. Or if you're thinking about stream graphs, this is what they are good for. They're just a good intro, like, primer for folks. It doesn't go fully into the building, but at least it's a nice starting spot. And, actually, it's a great feedback for us as we can think about chatting with our team a little bit more about, like, is there an opportunity for us to make some stuff that makes it easier to use these reports, not just or reports and charts, not just the ones that are new, but some of the ones we've also had for a long period of time. And then I saw someone had similar question. Like, how can we learn to create these different report types? I would like to create some of them but don't know how to start to track records and progress by staff members, for example. So that is a great question. The good news is the building these reports is all kind of done similarly. So if you built a normal report, charts are in a very similar builder. I can give you a quick show of where you would find this stuff. I encourage people to do don't feel uncomfortable testing. Reports and charts are really just like a shell where that pulls up your records for you. They don't change your records. So, like, it's I think of it as less risky to build a report than it might necessarily be to, like, edit records, for example. You can always also then be like, I hate this report. I don't want anyone to ever see it deleted afterwards if you really don't like it. So one of the things is, like, feel you should feel comfortable accessing these features, but I'll show you where just to make sure that you're you're familiar with how you could get into that stuff. And so anytime you find yourself on one of your tables and you're like, hey. I'd love to think about some different ways I could report on this data, you can do that in this reports drop down by hitting new reports. If you're an admin in the app, you should always see this. If you have end users in the app, as long as you've given them the ability to build reports, they should also have the option for this to be able to create like personal reports for themselves, for their data. You should also be able to see anything that's already been built. This is really helpful for if you're like, I don't have anything to look at as an example. Our exchange has a bunch of prebuilt applications that often include purpose built reports and charts, and you can kinda sneak in, download one of those, and look at how it's built. Basically, look at the back end. But anytime you want to, you can hit new report, and there is options for all these different kinds. All of the new stuff I mentioned is under this charts header. It's a little tricky because it's just one of the many headers, but it holds so many options under it, so you might not even know they're all there. And then lastly, if you're looking at all this stuff and you're not sure, you could also get some help from our AI Smart Builder with reports. They can help you based on describing what you're looking to do. It can basically take a look at your data and say, here's some reports that you could build. That's another great way to get some inspiration. But if you go into chart, you will end up on the builder I showed you before where you can give it a name. You can select your type of chart. There's a ton of different things down here for seeing comparisons, trends, ratios. And what you do is you kind of just think of it as building like you're building a quick based report where, like, this series would be how am I breaking down the chart, and it's like, I wanna see that by my managers, and the data value I wanna show up is, like, is budget. Like, how many but how much budget does each manager hold? And different charts will come with the various types that you need to look at, your x and y axis, helps you break things think about how you break things down. Like I said, there is some training in our university for that if you really want help understanding, like, what are these things. Alternatively, there's a what's great is that these are really common across a lot of the industry. So if you're looking for help, there's a lot of stuff out there on, like, why would I use these kinds of charts, Who uses them? What kind of data do they are they great for? I will totally say, frankly, there's been times when I've even just used Google to be like, what would I do with this kind of chart? Or, like, how would I think about reporting on this kind of data? And I'm able to match them up. Not a complete answer, but at least a good starting spot for if you're really interested in this. Alright. And let's go on to some questions for AI so we can get, Ryan some screen time too. First off, Ryan, is does this AI tool learn his projects complete? Example, AI states Robert is 70% more likely to go over budget, but once the record Robert completes all the current projects on budget, does they still retain that information? Yeah. So the way data analyzer works is we train on the most up to date data in the app. Right? We, when we were doing research for this project, we really tried to, like, abstract all of the more complex, like, data life cycle management tasks away from our users. So, it will note that a project was over budget, but then went under budget over time. Right? So we're always training on that up to date data. So it should get smarter every time that you run a model. Awesome. And someone had a question that I saw in the chat that didn't get captured in the AI, but I wanted to make sure we get we get caught that one. Is, how often should people be thinking about going back and, like, looking at their predictions and their models if they have multiples? Oh, that is a a good question. I mean, duplicate data, I think, is always a tricky one. I'd say that we have some AI capabilities coming that will help you identify duplicates. But, yeah, I mean, I think, as with, like, anything AI related, the data output is only good as the data input. Right? So you wanna make sure that, things are are cleaned up. But we do have some, I I wanna say, like, detection methods in place to, ignore things that might, inflate the results of the model. Right? So if you have many different, many duplicate projects because somebody imported the same spreadsheet, you know, seven times, we will be able to, like, hear that signal, and look for the true factors underneath that are actually causing the outcome. Cool. Excellent. Thank you. Alright. So I think that's the AI questions I saw. Folks, if you have any AI questions, they're still trying to get them in. I while I give Alice this question, which is, what is the timeline for grid reports to move into a full to a full release just so that the folks can start thinking about training their teams and making plans? For sure. Yeah. So we're looking at about middle of next year for that sort of GA rollout. So we've got some time. No need to, kind of rush anythings, but definitely would encourage you to get in and try stuff out. We will be sure to communicate well in advance before any change so that you, as a builder, know that something is coming. And, yeah, middle of next year is kind of our tentative target. But as we get more clarity on that date, we will be sure to And then I think I've got one more question before we we're gonna try to fit in before we wrap up, which is, their team. is wondering if there's a way to adjust cells to accommodate more rows of tasks automatically as opposed to needing to adjust the number of lines, allowed in the settings. Good question. So there is not a a way to sort of automatically size rows and columns anymore with grid reports. This was something that we did very intentionally. With our new experience here, we looked back on kind of what worked well and what didn't in our previous experiences. And I know candidly, like, this sort of, like, auto sizing behavior on our v two grid reports or v two table reports, sorry, was something that a lot of people struggled with. And it was just really challenging to deliver a reliable performance consistent experience for everyone when we needed to, do that across an unlimited range of devices and browsers while also dynamically resizing your column widths and row heights in real time. So this was a decision we made very intentionally to move away from that functionality to make sure that we're able to deliver a really high quality consistent performance experience across the board. Totally recognize this will be an adjustment, but there are lots of different ways to configure these row heights and column widths, to make that easy for you. Plus now we are remembering your adjustments in more places than ever. So we're remembering if you adjust a column width or a row height on a stand alone report and also on embedded reports on, forms and dashboards, which reminds me, I never did get to show that. But I can just share really quickly if we have, like, thirty seconds. We do. Yes. If you wanted if you if you need to share. I'll just get right in there. Okay. This is for the people that are asking for this in the chat. Okay. So I'm gonna go to a parent table. This is my projects table here. I have grid reports enabled in this application, obviously. I'm just gonna go ahead and view this record. You wanna if you want to edit in an embedded report, you wanna make sure that you're in edit mode. Edit mode for the embedded report and the form are tied together. So So you wanna make sure that you understand that. But once you have it in edit mode, you can just go ahead and double click to edit here. If I wanna maybe I'll mark all these as completed. I can go ahead and fill down. No big deal. Then I can save that as well, just like you do with our, sort of legacy embedded reports. And then to configure that, you'll wanna make sure that the, report is editable. Obviously, your users have to have permission to do that. And then there's also a setting in your form widget here. You wanna make sure that this option to allow users to edit records directly from this report is enabled here. And it's the same thing on a dashboard. This is actually something new that was never possible before. You can edit, grid reports on dashboards as well. So here, there's no edit mode to, like, be tied to. So I just go ahead and double click if I wanna edit it, and I can go ahead and call this resolved. I'll go ahead and save it. There is similarly an option here. Oops. Let me unlock my dashboard. To configure if your widget is editable or not. And you can say yes or no with this checkbox. That's my super quick demo. Should be pretty straightforward to configure that, hopefully. Awesome. Thank you so much for joining us, Alice and Ryan to help with q and a, and thank you everybody who joined us today for our webinar. Like I said, key takeaways is these are four awesome new pieces of capability. They're awesome new pieces of functionality you can get access to in Quickbase. The great news is that these are all things that are available. The only thing that there's a small caveat is data analyzers available on our business and enterprise plans. So you will not see that if you're on a team plan, but, you know, obviously, we're always happy to chat with folks if they're interested in getting access to these kinds of functionality, and changing making changes to their plan. But, otherwise, these are things that you can start tangibly using today, and we hope that this gives you some ideas of why would you and where could you use these functionalities to make your day to day life easier. We know there's a couple questions we didn't get to. We're gonna take a quick look through those later and follow-up with anybody if there's anything that we feel like we need to specifically share. Otherwise, this session will be available on demand. After it's had some time to process, you can find it on our website and you'll also get an email from us that will just follow-up with some helpful resources. And don't forget, if you are obsessed with all things Quickbase and wanna make sure that you didn't miss anything exciting this year, we are going to be doing our year in review webinar in December where we do a lightning round of a lot of awesome things that came out this year, just to help you make sure you didn't miss anything, some of them big, some of them small, some things that'll make your end users happy, some things that'll make you as a builder really happy. Please make sure to register and join us if that's something that's interesting to you. Otherwise, we hope you all have a great rest of your day. Thanks, Alex.