Reports & Dashboards

Ask live questions of your data — counts, sums, trends — and gather the answers into dashboards.

• ArticleHow reports workA report is a live question you ask of your data: pick a collection, choose what to measure (a count, a sum, an average), group it by a field, a stage, or a period, and see it as a chart or table. Reports run on current records rather than a snapshot, can be saved, and gather into dashboards.
• ArticleBuild a reportPick the collection, choose what to measure, choose how to group it, set the period, and pick a chart. Preview it, then save it if it is worth keeping. What you can measure and group by depends on the fields that collection actually has.
• ArticleBuild a dashboardA dashboard is a screen of panels. Each panel is either a saved report or a pipeline panel showing funnel, velocity, or time in stage. Save the reports you check often, arrange them on one dashboard, and decide whether it is yours alone or shared with the team.