See what is happening in your work

Turn table records into answers and useful reports

Explore business data with table analytics, charts, dashboard widgets, and filters. Keep reporting connected to the records your team updates.

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  • Reports from table data
  • Filters and date ranges
  • Charts and drill-downs

Analytics and dashboard screenshot

Show a dashboard with KPI tiles, a chart, period filter, and a table drill-down.

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How it works

Start with a business question

Use the table as the source, select the measures that matter, and let the report guide the next decision.

  1. 01

    Select a source table

    Choose the records that contain the business data you want to understand.

  2. 02

    Choose a measure or grouping

    Build a summary, KPI, or chart using fields that can be analyzed, then apply the filters relevant to the question.

  3. 03

    Review the result

    Use the dashboard or analytics view to compare values, trends, categories, or periods.

  4. 04

    Return to the underlying records

    Where supported, open the matching records behind a chart or summary to investigate the data.

What you can do

Reporting that stays close to the source data

Move from a high-level view to the records that explain what changed.

KPI and summary widgets

Create dashboard tiles that summarize records and selected numeric values.

Charts and category breakdowns

Visualize table data and compare categories to spot workload, status, or performance patterns.

Filters and date ranges

Focus a report on the records and time period that matter to the current review.

Saved dashboards

Keep useful KPI tiles and chart widgets together for recurring reviews.

A practical example

Example: review open requests each week

A manager can review open requests by status, compare due dates by owner, filter to the current month, and open the records behind a chart to decide what needs follow-up.

Analytics & dashboards

Example workflow

  1. 1Select a source tableChoose the records that contain the business data you want to understand.
  2. 2Choose a measure or groupingBuild a summary, KPI, or chart using fields that can be analyzed, then apply the filters relevant to the question.
  3. 3Review the resultUse the dashboard or analytics view to compare values, trends, categories, or periods.
Common questions

What to know before you get started

Do reports update from table data?

Reports use the selected table data and configured filters. The visible result can depend on the data currently available to the report.

Can I open the records behind a chart?

Some dashboard and chart views support opening matching records. Availability depends on the widget and report configuration.

Explore related features

Smart tables

Create a flexible no-code workspace with custom field types, connected records, formulas, filters, and spreadsheet imports. Organize business data around the way your team works.

Explore feature

Automations

Create automations for a selected organization and table. Choose when a workflow starts, add record conditions, and configure an action such as an in-app notification, email, field update, assignment, or approval request.

Explore feature

Team collaboration

Invite organization members, manage roles and table permissions, and coordinate around shared records. Keep access decisions understandable as your team grows.

Explore feature
See it with your workflow

Start with one process. Build from there.

Try DataGridly with your own records or book a walkthrough focused on the way your team works.

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