Reporting

Measure, analyze and share insights.

Totals in every grid, grouped counts, charts on dashboards and plain-language answers about your data.

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Summary bar

Sum and count numbers at the bottom of any grid view, per group or overall.

Dashboards

Bar charts by any select field, totals and counts on an interface.

Ask AI

Ask “Which deals need attention first?” and get an answer that cites your records.

Export anywhere

Download any filtered view as CSV for your BI tool or accountant.

How it works

Reporting in 4 steps

  1. 1Filter and group a view
  2. 2Add a dashboard
  3. 3Ask questions
  4. 4Export

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