Views & reports

Turn the same records into the layout your job needs.
13 guides
  1. Overview5 min readChoose a layout, switch between project views, and understand how each view organizes shared records.
  2. Filter, sort & group6 min readFocus a view on the right records, put them in a useful order, and organize them into sections.
  3. Table5 min readRead and edit records in a grid, manage columns, select rows, and add useful summaries.
  4. Board5 min readOrganize records into columns, move work between groups, and choose what each card shows.
  5. Calendar4 min readSchedule records by a date field, switch calendar ranges, and move work to a new date.
  6. Timeline5 min readPlot records across date ranges, adjust their timing, and zoom from days to years.
  7. Gallery4 min readBrowse records as visual cards, choose card previews, and edit the fields that matter.
  8. Map5 min readPlot records by location, place missing records, and add layers and spatial tools.
  9. Charts6 min readTurn records into a column, bar, line, donut, or number chart and configure what the chart measures.
  10. Dashboards5 min readCombine several views in one page, arrange the cards, and filter related data together.
  11. View search2 min readFind matching records in the view you already have open without changing its saved setup.
  12. Calculations & summaries3 min readAdd totals, counts, percentages, and group-level summaries that stay in sync with the records in a view.
  13. Conditional formatting3 min readColor records when their field values match rules, so important work stands out in a view.