Reports allows you to visualize your lists and records data in highly customizable charts.
The types of reports available to you and the number of reports you can create will depend on your Attio plan. Learn more about the different plans available.
Create dashboards to hold different groupings of report based on topic. Access settings can be managed for each dashboard individually. To create a new dashboard view:
- Select Reports in the sidebar
- Click + Create dashboard
- Give the dashboard a name and description to help other members of your workspace understand the dashboard’s purpose
- Designate the access level your workspace and members should have to the dashboard
- Create reports. To create your first report, click + Create first report
You can resize, reorder, and rearrange the reports on your dashboard.
To move a report on a dashboard, click and hold the report title, and you can drag and drop the report to a different place on the dashboard. You can configure the number of reports you want on each line, and different lines can have different numbers of reports.
When you have two reports next to each other on your dashboard, hover your cursor in the space between them, then drag and drop the line to the left or right to resize your reports.
Dashboard access determines what members can see and do in your dashboard.
Note: Even if a member has access to a dashboard, members will not be able to view reports containing list data if they do not have access to the list. Learn more about list access.
These are the access levels for dashboards:
Full access members can change the name and description of the dashboard, create, configure, and delete reports, delete the dashboard, and manage dashboard access
Read and write members can create, edit, and delete reports but cannot manage access for dashboards, change dashboard name and description, or delete dashboards
Read only members can only view reports
No access means the dashboard and its reports are not visible
By default, new dashboards are set up with Full access given to the whole workspace.
Full access members can configure dashboard access at the workspace level, meaning the setting will apply to all members of your workspace (unless overridden by individual settings).
To manage workspace access for a dashboard, click the + icon in the top right corner of your dashboard. Select the dropdown next to Workspace access and designate the access level your workspace should have.
In addition to setting a default access level for their workspace, Pro and Enterprise plan members can also set differing levels of access for individuals.
When you want different members to have different levels of access to a dashboard, you should set the Workspace access level at the lowest level that any members of your workspace should have. Then add any members individually who should have higher levels of access, using the dropdown beside their names to raise their access level. When workspace access and individual access settings are different, the member will be given whichever access level is greater.
To delete a dashboard, navigate to Reports in the sidebar, then select the ⋮ icon on the dashboard you want to delete. Then click Delete dashboard.
To create a new report on a dashboard, open the dashboard and click + Add report. Alternatively, you can duplicate an existing report by selecting the ⋮ icon in the top right corner of an existing report and select Duplicate. Give the report a name.
Next, choose or edit your Source. You can build a report of data from a List, or using data about People or Companies records.
Just below the Source dropdown, you can also set Filters so that you are only including data within set criteria in your report.
Also select a Report type. Keep in mind that the options you have available will be dependent on your Attio plan.
- Bar and Line charts illustrate attributes in composition within an X and Y Axis. Bar charts are great for comparing relative values at a glance, and Line charts can help you spot trends and patterns in your data. You can also use Bar and Line charts to report on attributes over time for historical values on our Pro and Enterprise plans.
- Pie charts illustrate attributes in composition as parts of a pie form
- Single Metric shows an aggregation in simple presentable form and is useful when you want to see a metric at a glance such as a sum, average, or a min/max value
- Map charts display attributes on an interactive globe or map by country
- Funnel charts display the historic progression of records through each status in a pipeline. Funnel steps charts show the conversion percentages of records that have made it through each status (as opposed to how many deals currently sit in each status), and they are useful for seeing how many are dropping-off at each status. Funnel metrics show what percentage of records passed through all statuses you select, and they are useful for analyzing key transition points in a pipeline. Keep in mind, a company must move through all preceding stages to factor into a funnel chart stage. If you are looking to see the number of records that are currently in a given stage, you will want to use a Bar chart instead.
You can change your report type at any time. Keep in mind that switching to Single Metric will reset any changes you've made to your X and Y axes.
Note: Access to Map and Funnel reports is dependent on your plan. Learn more about the different plans available.
Defining X and Y axes
For Bar and Line charts, you will need to define your X and Y axes.
From the top dropdown under X axis, pick the value for your X axis from the list of attributes. Optionally:
- Toggling Show orphaned values will include records that do not have a value for the attribute on your X axis, but do have values for your Y axis
- When you have selected a status attribute, toggling Show all statuses will include statuses which have no data associated with them
- When you have selected a select attribute, toggling Show all options will include select options which have no data associated with them
- Toggle Show axis label to display the attribute name on your chart
Note: Attributes with values you can report on historically over time (currency and status attributes) are designated with a clock icon in the dropdown.
Next, you will define your Y axis. Unless you selected a currency or status attribute, you can either choose Count, which will show the sum for each value, or choose an Attribute (explained below).
If you have selected a currency or status attribute, you will see an Aggregation option alongside the Attribute option. With the Aggregation option you can choose between:
- Count: the current number of records with each value
- Sum over time: the sum of numeric values for each date range (available for currency attributes)
- Count created: the number of records that were moved into a status in a designated date range (available for status attributes)
- Average time in status: the average amount of time records spent in a status in a designated date range (available for status attributes)
Note: Reporting on historical values is only available on our Pro and Enterprise plans. Learn more about plans and pricing.
If you opt to choose an Attribute for your Y axis, choose from your numerical attributes. Below the attribute you’ve selected, there is a dropdown where you can opt to aggregate your data either as an Average, Sum, a Minimum or Maximum value, or a Count.
Optionally, toggle Show axis label on to name your axis.
Targets and Group by options
You can set a Target value, which will show a line demonstrating the level you want to achieve on your chart.
You can opt to display a color-coded third value by toggling on the Group by option. Choose your attribute from the new dropdown that appears. You'll now see a key for the new metric across the top of the chart, and the bars or lines of your chart will change color accordingly. You can also click Stack for a vertically stacked display type for bar charts.
Note: Targets are only available on Pro and Enterprise plans. The Group by option is not available on the Free plan. Learn more about the different plans available.
When you’re finished configuring your report, click the X in the top left of your report to close it for now, and all changes will be saved.
From the top dropdown under Segments, pick the attribute you want to display as segments of the pie. Toggling Show orphaned values will include records that do not have a value for the attribute.
Next, define Values for the chart. You can either choose Count, which will show the sum for each value, or choose an Attribute. If you opt to choose an Attribute for your Values, choose from your numerical attributes. Below the attribute you’ve selected, there is a dropdown where you can opt to aggregate your data either as an Average, Sum, a Minimum or Maximum value, or a Count.
For Single Metric reports, you can choose from your numerical attributes and show a number that is either an Average, Sum, a Minimum or Maximum value, or a Count (number of records with a value set) of that attribute for all records in the Source and any Filters you’ve set up.
With the dropdown under Location, choose a location attribute that you want to display on your map.
For Value, you can either choose Count, which will show the number of records with an attribute value in each location on the map, or choose a numerical Attribute, and aggregate your data either as an Average, Sum, a Minimum or Maximum value, or a Count.
You can also choose between showing your data on an interactive Globe or on a flat Map. For either option, you can navigate by clicking and dragging your cursor. Hovering over a country will show the value for that country.
Note: Access to Map charts is dependent on your plan. Learn more about the different plans available.
To set up a Funnel, Funnel Steps, or Funnel Metric chart, you will need to select a status Attribute. Status attributes are only available in lists, so you will need to select a list for your Source.
The statuses of the attribute you select will be the statuses the chart shows records going through for Funnel and Funnel Steps charts. For Funnel Metric charts, the chart will show the percentage of records that have been in each of the statuses you select.
Keep in mind, a company must move through all preceding stages to factor into a funnel chart stage. If you are looking to see the number of records that are currently in a given stage, you will want to use a Bar chart instead.
Note: Access to Funnel reports is dependent on your plan. Learn more about the different plans available.
To edit or delete a report, open the dashboard it’s on, then click the ⋮ icon in the top right corner and select Edit report or Delete report. From the same menu, you can also select Download as image or manually Refresh data.
You can share a report with your team as long as they have access to the dashboard it’s on. Grab the URL from the address bar in your browser while editing your report, and this link will take those with permission straight to your report. They'll see any changes you make in real-time.
To view a report in fullscreen, especially while presenting or sharing your screen, click the title of the report from the dashboard to open it. Press cmd/ctrl + . to hide the sidebar and make your report fullscreen.
While in fullscreen (and once you’ve created a few reports), you can cycle through them with the up and down arrows beside the X in the top left of your dashboard view.
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