Get started
Build your first report
Add a chart to a dashboard and drill into the records behind it.
How reporting works
- Reports are blocks on a dashboard. A dashboard is a view made of report blocks arranged to tell a story: per team, per pipeline, or org-wide.
- Data is live. Reports read your current records and conversations; there’s no separate warehouse to sync.
- Grouped and measured. Pick a source Object (or Collection), a group-by dimension (Status, Owner, Created date…), and a measure (count of records, or sum / average of a numeric property).
- Filtered. Apply per-block filters and connect dashboard-level filters so the whole board moves together.
- Drillable. Click a slice, bar, point, or cell to open the underlying records in a table.
Chart types
Pick the visual that fits the question. All are configured the same way (source → group → measure).
Beyond the charts above, a Stat card shows a single KPI number, and the Aggregate table puts one row per teammate over related calls, demos, emails, and deals. Both added the same way from the block picker.
Building a report
1
Add a report block
On a dashboard, add a block and pick a chart / report type.
2
Choose the source
Pick the Object or Collection whose records the report measures.
3
Group and measure
Set the group-by dimension (Status, Owner, a date…) and the measure (count, or sum / average of a numeric property).
4
Filter and refine
Scope with per-block filters, and connect dashboard-level filters so the whole board moves together.