> ## 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.

# Reporting

> Build interactive charts and dashboards on your live Custral data.

Reporting turns your live records and conversations into interactive charts and dashboards. Every report is a **block** you add to a **dashboard**: backed by real-time data, filterable, and drillable: click any segment to see the records behind it.

## Get started

<Card title="Build your first report" icon="rocket" horizontal href="/bi/getting-started">
  Add a chart to a dashboard and drill into the records behind it.
</Card>

## 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).

| Chart                                         | Best for                              |
| --------------------------------------------- | ------------------------------------- |
| [Bar](/bi/reporting/charts/bar)               | Comparing a value across categories   |
| [Line](/bi/reporting/charts/line)             | A trend over time                     |
| [Area](/bi/reporting/charts/area)             | A trend where volume matters          |
| [Pie](/bi/reporting/charts/pie)               | Parts of a whole (a few categories)   |
| [Donut](/bi/reporting/charts/donut)           | Parts of a whole with a center metric |
| [Funnel](/bi/reporting/charts/funnel)         | Drop-off across pipeline stages       |
| [Radar](/bi/reporting/charts/radar)           | Comparing several measures at once    |
| [Radial bar](/bi/reporting/charts/radial-bar) | A compact categorical comparison      |
| [Scatter](/bi/reporting/charts/scatter)       | Relationship between two numbers      |
| [Bubble](/bi/reporting/charts/bubble)         | Relationship between three numbers    |
| [Composite](/bi/reporting/charts/composite)   | Bars and lines on one chart           |
| [Heatmap](/bi/reporting/charts/heatmap)       | Density across two dimensions         |
| [Sparkline](/bi/reporting/charts/sparkline)   | A compact inline trend                |
| [Bars list](/bi/reporting/charts/bars-list)   | A compact ranked list of categories   |
| [Treemap](/bi/reporting/charts/treemap)       | Share-of-whole across many categories |

Beyond the charts above, a [**Stat card**](/bi/reporting/stat-card) shows a single KPI number, and the [**Aggregate table**](/bi/reporting/team-performance) puts one row per teammate over related calls, demos, emails, and deals. Both added the same way from the block picker.

## Building a report

<Steps>
  <Step title="Add a report block">
    On a dashboard, add a block and pick a chart / report type.
  </Step>

  <Step title="Choose the source">
    Pick the Object or Collection whose records the report measures.
  </Step>

  <Step title="Group and measure">
    Set the group-by dimension (Status, Owner, a date…) and the measure (count, or sum / average of a numeric property).
  </Step>

  <Step title="Filter and refine">
    Scope with per-block filters, and connect dashboard-level filters so the whole board moves together.
  </Step>
</Steps>

## Related

* [Build your first report](/bi/getting-started)
* [Dashboards](/surfaces/views/types/dashboard)
* [Troubleshooting](/bi/reporting/troubleshooting)


## Related topics

- [Troubleshooting](/bi/reporting/troubleshooting.md)
- [Team performance](/bi/reporting/team-performance.md)
- [Treemap](/bi/reporting/charts/treemap.md)
- [Bars List](/bi/reporting/charts/bars-list.md)
- [Stat card](/bi/reporting/stat-card.md)