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 let you assemble live 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 on your Dashboard

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.

, so the metrics your team checks every day are always one click away.

Each report is a blank canvas 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 - a Chart widget for visualising data, or a Quick Add widget for creating records fast.

1. Create a report

1. Open the Reports tab

Click Dashboard in the sidebar, then select the Reports tab.

2. Add a report

Click Add report.

3. Name it and set permissions

Give the report an Icon and a Name - for example Marketing Summary. Set View Permissions and Edit Permissions to decide who can see and change it: everyone, by role, or just you.

4. Save

Click Add. The report appears as a blank canvas on the Reports tab.

Reports fall into two groups: Shared Reports, visible to everyone with access, and Personal Reports, visible only to you. Which group a report lands in depends on the permissions you set.

On your report, click Add widget.

2. Choose a type

Chart - pick a Data Source of Single Collection or Multiple Collections, then configure the chart. See Creating charts.
Quick Add - pick a collection for one-click record creation.

3. Configure and save

Give the widget a title, adjust any Filter

Filter

A condition, or set of conditions, applied to a Collection or View to narrow down which records are shown.

s or settings, then save it. It appears on your report immediately, and updates automatically as your data changes.

Resize a widget from its options menu (⋯): choose Resize, then pick Extra Small, Small, Medium, Large, or Extra Large. New widgets default to Medium.

3. Add a chart from a collection

When you're already viewing a chart inside a collection, send it straight to a report instead of rebuilding it.

On the chart, click the ⋯ menu.

2. Add to Report

Select Add to Report, then choose an existing report or create a new one.

Kinabase's AI can also suggest charts directly from your data - see AI chart generation.

4. Organise your report

Reorder or resize widgets by dragging them, or using the ⋯ menu on each widget.
Rename or remove a widget - click its ⋯ menu and select Edit or Delete.
Edit the report itself - click the report's ⋯ menu and select Edit Dashboard to rename it, change its icon, or update permissions.

5. Embed reports in documents

Charts from your reports can also be embedded in Document Template

Document Template

A reusable document design, built in the Document Editor and configured per collection, used to generate documents such as purchase orders or delivery notes with data merged in from a record.

s. Each time a document is generated, the chart renders with live data - keeping proposals, invoices, and board packs up to date automatically.

Read Document Templates to learn how to embed report charts in your documents.

Tips

Give reports clear names so your team knows their purpose at a glance - for example Quarterly Sales.
Set View Permissions so each team only sees the reports relevant to them.
Use Quick Add widgets to speed up record creation for your most common collections.

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

PreviousReporting & Dashboards

Next Creating Charts

Creating Reports