Creating Reports

Reports

in Kinabase let you compile dynamic, real-time views

View

A customised display of Records in a Collection, defined by filters, sorting, grouping, and visible Fields.

of your data right in your dashboard

Dashboard

A page you configure with widgets, charts, and reports to monitor key metrics and data at a glance.

.

By adding widgets such as charts

or quick-add shortcuts, you can track key metrics, highlight trends, quickly create new records and keep essential information front and centre.

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How to Create a Report

1. Access the Reports Tab

1. Open Your Dashboard:

   Click Dashboard in the sidebar if you aren't there already.

2. Click 'Reports':

   In the top menu of your dashboard, select the Reports tab to view or create custom reports.

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2. Create a New Report

1. Add a Report:

   Click + Add Report in the centre of the screen, or on the centre-left of the screen underneath any existing reports.

2. Name & Icon:

   Give your report a clear, descriptive name (e.g., 'Marketing Summary' or 'Project Progress') and optionally assign a relevant icon.

3. Set Permissions

   Permission

   A specific right to view, edit, delete, or administer parts of Kinabase, granted via Roles.

   :

   Decide who can view and edit this report - everyone, by role, or 'just me'.

4. Click 'Add'

   Your new report appears as a blank canvas in the dashboard's Reports tab.

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3. Populate Your Report with Widgets

Widgets are the building blocks of a Kinabase report. They can be:

• Charts: Display data visually in bar, pie, line, or other chart types.
• Quick Add Items: Add shortcuts for creating new records
  Record

  An individual entry within a Collection, like a row in a database table, representing one item or entity.
  in key collections
  Collection

  A list of records in Kinabase, similar to a table in a spreadsheet or database.
  .

Adding a Widget

1. Click '+ Add Widget':

   In your chosen report, select + Add Widget to open the widget creation menu.

2. Select a Widget Type:

   • Chart: Define the data source (collection), select a chart type (bar, pie, etc.), and configure fields
     Field

     A column in a Collection that stores a specific type of information for each Record, such as text, number, or date.
     to visualise (e.g., 'Counts of records by Stage
     Stage

     A step in a Workflow that a Record moves through, illustrating its current status in the process.
     ').
   • Quick Add: Choose a collection for one-click record creation.

3. Configure & Save:

   Give your widget a title, adjust any filters
   Filter

   A set of conditions applied to a Collection or View to narrow down which Records are displayed.
   or settings, then save to see it appear on your report.

You can resize or move widgets by clicking the ⋯ on the widget and selecting Resize or dragging them around the report.

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4. Adding Charts Directly from Collections

When you create a chart while viewing data in a collection, you can quickly Add to Report:

1. View a Chart in a Collection:

   Generate a chart from the collection's fields.

2. Use the Options Menu:

   Click the ⋯ on the chart and choose Add to Report.

3. Select or Create a Report:

   Decide which report to place the chart in, or create a new one.

Kinabase's AI feature can assist you in generating relevant charts automatically. You might see suggestions like 'Show me total sales by month' or 'View tasks

completed by user'. With one click, add these charts to your new or existing reports.

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5. Organising & Customising Your Report

• Dragging & Dropping:

  Reorder widgets or resize them for a better layout.

• Rename or Delete Widgets:

  Click ⋯ on a widget and select Edit or Delete if you want to rename or remove it.

• Edit Report Details:

  At the top of the report, you can rename it, change its icon or alter permissions via ⋯ → Edit Dashboard if needed.

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Why create reports?

1. Charts and tables update automatically as records change.
2. Keep all critical metrics in one place for quick reference.
3. Set view/edit permissions so teams see only relevant data.
4. Add or modify widgets as needs evolve — without needing to code.

Tips

• Name your reports clearly so your team knows their purpose (e.g., 'Quarterly Sales Dashboard').
• Let Kinabase's AI propose relevant charts based on your data.
• Create quick-add widgets to add new records quickly from your report.
• If you manage processes in Kinabase, reporting on workflow
  Workflow

  A defined sequence of stages and actions that a Record passes through, often representing a business process.
  stages or automated tasks can reveal bottlenecks or highlight achievements.

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Reports can also be embedded in document templates. Charts from your reports render with live data each time a document is generated, keeping proposals, invoices, and board packs up to date automatically.

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

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Creating reports in Kinabase turns raw data into actionable insights. Mixing charts, tables, and quick add widgets allows your team to stay focused on key metrics.

If you have questions or want to explore advanced chart settings, check out our other guides or reach out to your System Admin.