Set up a Historical values report
Track how your data has changed over time.
Available on pro and enterprise plans.
Available for all workspace members.
This article explains how to set up a Historical values report, which shows how your data changes over time, helping you measure progress and identify trends.
Create a Historical values report
See Attio Academy for a video walkthrough of Historical values reports.
Historical values reports use time as the X axis, and you can choose the interval: daily, weekly, monthly, quarterly, or yearly. Unlike insight reports, you can’t choose a custom date attribute here, because historical reports are based on the state of your data as it existed at the end of each time period.
Follow these steps to set up a Historical values report:
Click Reports in the sidebar, then create or open a dashboard.
Click + Add report and choose Historical values.
Data source: Select an object or list.
Metric: Choose what to measure. Count records, or select a number, currency, or rating attribute for the y-axis.
If you choose an attribute, pick how to aggregate the data: Count, Max, Average, Min, or Sum.
Segment by: Optionally choose a status, select, or user attribute for color-coded bars or lines.
Current: Groups data by each record’s current value today. For example, if a $50,000 deal is now Won, the $50,000 will appear under Won for every month in the chart, regardless of its past values.
Historical: Groups data by the value each record had at the end of each period. For example, if a $50,000 deal was in Negotiation at the end of November and Won at the end of December, the chart will show $50,000 under Negotiation for November and under Won for December.
Filters: Optionally add filters to narrow the data.
Filters use the current values of records or list entries (not their historical values).
Visualization: Choose how to display the data: Bar or Line.
Use line charts to track trends, bar charts to compare categories.
Stack bars: Display bars stacked vertically or side by side on bar charts.
Show axis labels: Toggle attribute names on or off.
Target: Add a target value to display a goal line across the chart.
Time period: Above the chart, choose Daily, Weekly, or Monthly, and select the period to display.
Compare: Show current and previous periods side by side to spot growth or decline.
Next steps
Changes you make to a report are not visible to other team members until the report is saved. For details on saving, viewing, and filtering reports, see Create reports.
Frequently asked questions
Historical values reports capture each record’s value at the end of the reporting period. For example, in a report grouped monthly, a deal that started the month in Qualification but ended the month in Won would only count toward Won for that month.
If the current period is still in progress, you’ll see Period incomplete. The data shown for an incomplete period reflects your records as they are right now and can still change until the period ends. Once the period is complete, the report captures the final values as they were at the end of that time range and those values will no longer update.
For instance, if your weekly report currently shows 215 records in a particular stage and you move one record elsewhere, the count will drop to 214 because the week isn’t finished yet. When the week ends, that total becomes fixed.
If you want to track how records move between stages, use a Time in stage or Stage changed report instead.