Dashboard
Your personal landing page in Kinabase, with Home, Tasks, Activities and Reports tabs, where you keep track of your work and view Reports across collections.

is the page you land on when you sign in - a personalised home for your day-to-day work and the Report
Report
A collection of Widgets — such as Charts and Quick Add tools — grouped together on the Dashboard's Reports tab or a record's Reports tab to analyse and share data.
s that track what matters to your team.

A report is a page of Chart

Chart
A visual graph — Line, Bar, Pie, Scatter or Bubble — that displays data from a Collection, added as a Widget on a Report or Dashboard.

s and shortcuts you build yourself, using live data from your collections. Keep one for your own use, or share one with the whole team.

1. The Dashboard page

The Dashboard has four tabs:

Home - your day at a glance: tasks due today, Quick Add shortcuts for creating records fast, and what's new in Kinabase.
Tasks - every Task
Task
Something that needs to be done, created against a record and optionally assigned to a colleague with a due date.
assigned to you or your team.
Activities - a live feed of notes, emails, and record updates across your organisation.
Reports - the reports you and your team have built. See below.

The Reports tab only shows if your role has permission to view dashboard reports. If it's missing, ask your System admin - they can grant access under Settings → Organisation → Dashboard.

2. Reports, widgets, and report levels

A report is a named page you fill with Widget

Widget
A single item added to a Report, either a Chart or a Quick Add button, that you arrange alongside others to build up your view of the data.

s - either a Chart widget showing data from a collection, or a Quick Add widget that shortcuts record creation. See Creating reports.

Reports are grouped into two categories:

Shared Reports - visible to everyone with access, or restricted to specific roles.
Personal Reports - visible only to you.

Kinabase builds reports at three levels, depending on where you need the insight:

Dashboard - the Reports tab described above, for organisation-wide reporting.
Collection - charts scoped to one collection, opened from its Reports button. See Creating charts.
Record - charts scoped to a single record, shown on its Reports tab. See Record reports.

3. Explore this section

Creating reports

Build a report and add Chart and Quick Add widgets to your dashboard.

Creating charts

Build Line, Bar, Pie, Scatter and Bubble charts, choose an aggregation, or let AI suggest one for you.

Record reports

Chart how a single record's fields change over time.

Telemetry

Automatic, always-on history for eligible fields, charted on every record.

Event Log

The audit trail of security and system events across your workspace.

4. Explore your data visually

Beyond charts and reports, Kinabase's Data Visualisation Tool

Data Visualisation Tool
One of the per-collection side-panes — Mind Map, Bubble Chart, Map, Record Roulette, Word Cloud or Leaderboard — that offers a different way to explore records beyond the standard Table, Side by side and Timeline views.

s - Mind Map, Bubble Chart, Map, Record Roulette, Word Cloud, and Leaderboard - let you explore a collection's records without building a report first. See Tools.

Need more help? Ask your System admin, or contact our support team via Help & Support.

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