> ## Documentation Index
> Fetch the complete documentation index at: https://docs.custral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Build your first report

> Add a chart to a dashboard and drill into the records behind it.

## What you'll do

Build a chart on your live data and add it to a dashboard. By the end you'll have a report you can filter and click straight into the records behind it.

<Note>
  New to Custral? Do this in a [sandbox](/start/sandboxes/overview) first. A throwaway workspace where nothing is real.
</Note>

## Before you start

* A dashboard to add the report to, the workspace **Home** is one, or create a new dashboard page.
* At least one **Object** with some records to report on (Deals, Contacts, Tickets…).

## Steps

<Steps>
  <Step title="Open a dashboard in edit mode">
    Go to a dashboard (or Home), enter edit mode, and add a block.
  </Step>

  <Step title="Pick a chart type">
    Choose a report from the block picker. **Bar** is a good default for comparing a value across categories.
  </Step>

  <Step title="Choose source, group, and measure">
    Point it at an Object (e.g. **Deals**), a **group-by** dimension (e.g. **Stage**), and a **measure** (e.g. **count of records**, or sum of a numeric property like deal value).
  </Step>

  <Step title="Add filters (optional)">
    Scope the report to what matters, e.g. open deals only. With a per-block filter.
  </Step>

  <Step title="Save and drill in">
    Save the block. Click a bar to open the records behind it in a table.
  </Step>
</Steps>

## Try it out

Change the **group-by** from Stage to Owner and watch the chart reshape. Same records, a different question answered. Then click a segment to see exactly which records it represents.

## Next steps

<CardGroup cols={2}>
  <Card title="Chart types" icon="chart-bar" href="/bi/reporting/overview">
    Which visual fits which question.
  </Card>

  <Card title="Dashboards" icon="table-cells-large" href="/surfaces/views/types/dashboard">
    Arrange several reports into one view.
  </Card>

  <Card title="Troubleshooting" icon="wrench" href="/bi/reporting/troubleshooting">
    Empty charts, wrong numbers, empty drill-downs.
  </Card>
</CardGroup>


## Related topics

- [Reporting](/bi/reporting/overview.md)
- [Team performance](/bi/reporting/team-performance.md)
- [Troubleshooting](/bi/reporting/troubleshooting.md)
- [BI Best Practices](/bi/best-practices.md)
- [Business Intelligence](/bi/overview.md)