Reports

Reports are tiles that summarize one table. They can show markdown, a single value, a gauge, an aggregate table, or a chart.

Admins create reports from Table Settings -> Reports. Every workspace member who can open the table can view its reports and copy useful ones to their home page.

Table Reports

Create a report

  1. Open a table.
  2. Open table settings.
  3. Choose Reports.
  4. Click Create New Report.
  5. Pick a report type, configure aggregation and filters, then save.

The editor shows a live preview before saving.

Report types

  • Markdown: static notes, links, instructions, or context.
  • Value: one number, such as count, sum, average, minimum, or maximum.
  • Gauge: one value shown against a maximum.
  • Table: grouped aggregate rows, such as count by status or sum by owner.
  • Charts: horizontal bar, vertical bar, line, area, or pie.

Sorting chart data

Grouped charts have a Sort by option: order by the group (e.g. date, ascending or descending) or by the aggregated value (high→low or low→high). Line and area charts default to ordering by the group, so a chart grouped by date reads left-to-right in chronological order and shows a true trend. Bar and pie charts default to ranking by value (highest first). Switch the option any time to re-order.

By default a report aggregates the table it lives on. But you can point it at a related table one lookup-hop away using the Report on selector at the top of the editor — it only appears when the table actually has a related table to choose.

  • Report displayed on an Invoices table, sourced from its Line Items sub-table: sum every line's amount across all invoices.
  • Report displayed on an Orders table, sourced from a parent Customers table it looks up to.

The report still shows on the current table's rail, but its numbers, groups, and filters come from the related table's fields — the field, group, and filter pickers re-scope to that table automatically when you switch the source. Leave Report on set to This table for an ordinary same-table report. The source must be in the same workspace and one relationship hop away.

Filters

Reports can filter source records by table fields. Filter values are bound safely; users do not write raw SQL.

Available comparisons include equals, not equals, greater/less than, contains, not contains, starts with, ends with, is empty, and is not empty.

Relative dates

When you filter on a date field, you can pick a relative value instead of a fixed calendar date — for example "30 days ago", "start of this month", or a custom amount like 7 days, 2 weeks, 3 months, or 1 year in the past or future. Relative filters are recalculated every time the report runs, so a chart set to "last 30 days" always shows a rolling window rather than freezing on the day you created it. This keeps trend charts (like line charts) fast and meaningful on tables with lots of historical data.

Relative dates are calendar dates, so they are worked out in your timezone, not the server's. A report filtered on "Today" shows each teammate their own day. "Start of this week" always means Monday.

Choose Specific date in the picker if you'd rather pin an exact calendar date.

Data Page Rail

Saved reports appear in a right rail on the table data page on wider screens. Use the tile menu to copy a report to your home page. Admins also see an edit link back to the Reports tab.

Click a tile (a value, a progress bar, or a chart segment) to drop into the grid showing just the records behind it. The report's filters carry over to the grid filter panel and are combined with the segment you clicked, so you see the same record set the report counted. Reload the page to return to your normal view.

If the tile is sourced from a related table, clicking it opens that table's grid with the filters applied, since the records behind the tile do not live on the table you are viewing.

Home Page Reports

Copied reports appear on your home page as live references. If an admin edits the source report, your pinned copy updates. If the source report is deleted or you lose access to the table, it disappears from your home page.

Workspace Reports

You can reorder or remove pinned reports from the home-page tile menu. Clicking a pinned tile opens the table it reports on, filtered to the records the tile counted.

Reports via the API

Report tiles are also available through the Public API: list and read reports, fetch their live computed values, and (with an account key acting as a workspace admin) create, update, delete, and reorder them.