A reports view is used to provide reports on database records in graphical formats like pie charts, line charts, bar charts, and pivot tables.

How Reports Work

Reports display calculations on groups of records from one of the objects in your database. The following are the different options for displaying a report:

Pivot Tables

Pivot tables show calculations based on two groupings, the rows and columns:

Pie Charts

Pie charts show calculations as percentages of the total based on a single grouping:

Line Charts

Line charts show calculations based on a single grouping as a plotted line:

Bar Charts

Bar charts show calculations based on a single grouping as bars:

Using the following field types for grouping calculations allows for further filters to be applied.

• Connection fields
• Multiple Choice field
• Date / Time field

Notes on groupings: 

• Source tab filters do not restrict the report groupings, as they are applied after the groups render. So, if you need to winnow the number of groupings down, you'll need to use filters to the groups with one of the above field types.
• Groupings are calculated like this: # of unique records in each row * # of records in columns (if any) * # of calculations.
  
  Example: 100 orders and 3 vendors, and you calculate total number of records AND order total

  = 100 * 3 * 2 = 600 groupings.

   

Add Reports

You can add a report to any page by selecting the report type you want from the Report option on the views toolbar at the top of the page:

Select the object you want to display records from, and then click the "Add report" button:

You will be directed to edit your report, then it will be saved to the page.

Edit Reports

Click directly on a report in your pages to edit it:

The report will open in "edit" mode where you can use the menu on the left to edit different aspects of the report.

Reports Layout

The Reports section shows the current reports, their layout, and has options for editing those reports or adding new reports:

Reports are grouped into rows. Each row can have one or more reports, depending on the layout. Below you can see an example of a Report view with more than one row:

You can click the layout drop-down when you hover over the report to change to 1, 2 or 3 columns. This creates additional columns you can add reports to:

You can add additional rows by clicking the "Add Row" button at the bottom:

Delete a row by hovering over the row and clicking the "trash can" icon in the top right of the row.

3.1.1 Add Reports

You can click the "Add a Report" button on any available row column to add a new report to your layout. This opens a new window where you can select the type of report and the object you want to report on. Then click the "Add report" button to add the report to the layout.

A new window will open with three tabs to edit the report: Source, Report, and Options. On every report type the Source tab can be used to add filters on which records the report will use, and each report has different configuration options you can edit (see below):

Note: Source tab filters do not remove rows from a report; they filter the records being aggregated in each row.

So, if you add a Source filter for "Type is Business", the Business records would still show, the Calculations columns would just be 0.

You then can use the 'exclude empty groups' section to remove any 0 groups. This may not always be the desired behavior though, sometimes seeing the 0 values is useful.

Pivot Tables

Pivot tables show calculations based on two groupings, the rows and columns:

Data

Table Rows & Pivot Columns

A pivot table combines two groupings you can define: one that goes down by row, and one that goes across by column. The calculations will then run on any records that match both those groups.

• Add columns and rows by clicking the green "+" button.

• Remove columns and rows by clicking the red "-" button.

• Edit groups by clicking the "options" link.

This will open a window with options for editing the group. For example, any groups using a date field will you let you further define how the dates are grouped:

Pivot tables are designed to be very flexible, so you can show multiple rows or columns as your object allows.

Calculations

Choose what to calculate based on the grouping. You can either calculate a count of the total number of records in each group, or calculations using a function on any numeric field (including equations and currencies) using average, minimum, maximum, and sum.

Edit the calculation by clicking the "options" link. This will open a new window where you can add filters to limit which records are included in the calculation:

Table Summaries

Totals can be added to run further calculation summaries on all the rows and display those calculations at the bottom of the table. Only the Pivot Columns included can be used in table summaries.

Layout

In the "Layout" tab you can further customize the look of the report:

In the layout section you can:

• Edit the title and description.

• Change the location of the legend.

• Customize the length and the width dimension of the report.

Pie Charts

Pie charts show calculations as percentages of the total based on a single grouping:

The following are different options for grouping these calculations:

• Connected records

• Multiple Choice options

• Date ranges

Data

Similar to pivot tables, you can either calculate a count of the total number of records in each group, or calculations using a function on any numeric field (including equations and currencies) using average, minimum, maximum, and sum.

Additionally, you can click on the "options" links to update the groupings used in the chart or filter which records are used.

Layout

You can further customize the look of your report under the "Layout" tab:

In the layout section you can:

• Edit the title and description.

• Change the location of the legend.

• Customize the length and the width dimension of the report.

Line and Bar Charts

Line and Bar charts show calculations based on one or more groupings as lines or bars:

The following are different options for grouping these calculations:

• Connected records

• Multiple Choice options

• Date ranges

Data

Calculations can include a record count or a sum, average, minimum, or maximum of any numeric field. Line and bar charts can include more than one calculations.

• Click the green plus "add" button to add additional calculations.

• Click on the "options" links to filter which records are used in the calculation.

Layout

You can further customize the look of your report under the "Layout" tab:

In the layout section you can:

• Edit the title and description.

• Edit the data labels and tilt the group labels.

• Change the location of the legend.

• Customize the length and the width dimension of the report.

Options

When editing your reports, there is an "Options" tab that contains the same additional settings for all chart types:

Here you can do the following:

• Exclude empty groups: This setting will not include any report data that is empty or has a value of zero.

• Allow print and export options: This setting will add a link to the report enabling the users to print or export the report as a PDF. (Not available on the Pivot Table)

• Hide negative ranges: This setting will exclude negative values from your report.

• Click to expand group records: This setting will enable users to click on any group in the report to view a modal popup of that groups records.

• Record filters: This will allow you to enable users to filter the report records, or define your own filters.

Report Limitations

Knack reports are currently a work in process. The following are features we're working on adding with future upgrades:

• Sums of record counts over 10,000 records

• Limit returned records and pagination

• Better sorting, limits, and mobile resizing

• A new chart type

• Additional customization and advanced report chart features