Feature tours · Records and reports
Turn submitted data into a working view
Every form’s records in reports with your columns, filters, time frames, stats and related records.
Try it nowWatch the presentationFor example: an orders report with this month’s totals, each order’s shipments a click away. The same fields, settings and functions build anything you can imagine for your business.
Give each team the view it needs
A report shows one form’s records. Its settings decide what each one shows:
- Header Fields are the columns, with short labels if you like (Qty, Total). Extended Fields show when a record is clicked.
- When adds the date; Sort By puts the newest or oldest first.
- Timeframe shows only today’s, this month’s, last quarter’s records and more. Query Builder filters by any field.
- Allow Edits and Allow Adds let people change and add records right in the report.
- Show Analytics adds Stats.
See totals and averages at a glance
Stats count each choice and work out numbers: how many orders of each product and status, and for quantities and amounts the count, total, average, lowest and highest. $372.00 in all, $46.50 on average.
Detail on demand, without clutter
Longer fields stay out of the columns and show when a record is clicked: here, the notes on Ada Lovelace’s order.
The whole story, from one record
Records can belong to other records. Shipments come from a second form, and each order’s Shipments button opens just its own, right under the order. A shipment added there is linked to that order automatically.
Act without leaving the report
With edits allowed, Edit opens a record in its own form, right in the report. Save, and the report shows the change; the record keeps its place in the list. Add opens an empty form the same way.
Only the records that matter
A report can show only the records you want. This one shows shipped orders, three to a page: the three newest shipped orders, however many others there are.
Try it now
This is the tour's report, live. Click an order for its notes, open its shipments, and look at the Stats below. Nothing you enter is saved.
There is no data. Would you like to add some? Add new document Search StatsBuild anything you can imagine
Start with one workflow. Create a free account and build it the same way, with no code.
Create a free accountWatch the presentationNo credit card required. Limited trial usage is included; add a card when you turn on paid features.
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Data of any size, explored by as many reports and dataviews as you need.
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Describe a process; an agent runs it step by step, and waits for people when it needs to.
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Invite people by email as a member, creator or admin, and change roles any time.
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Private until you share it: read and write access set for your team and the public, item by item.
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Email templates with each person’s details filled in, styled your way.
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