If your record information changes over time, whether these are stock quantities, component costs or consultancy-rates. Utilise historic bar & line charts

Chart

A visual graph (bar, line, pie, etc.) that displays data from a Collection.

so you can quickly spot trends and gain actionable insights for your business.

Creating Record Reports

1. Open Your Collection

Navigate to the collection
Collection
A list of records in Kinabase, similar to a table in a spreadsheet or database.
whose data you want to visualise.

2. Navigate to the Record Reports configuration

In the collection’s top menu use the three dots ⋯ to open collection configuration.
Select Reports under the 'Display' heading.

3. Create a New Record Report

Click + Add report
Give your Report a name and set your permissions.

Click 'Add a Widget' to define your chart(s).
Give your Chart widget a name: make this sensible so there is no ambiguity.
Choose your chart type: from Line charts or Bar charts.
Now you need to configure the specifics of this chart.
(see below)
Click Add: Once you are satisfied with your chart widget.

Configuring Chart Widget Specifics

Manually configure the specifics of your chart, by setting the following parameters:

Filters: Set filters based on your record fields - this will narrow the data veubg plotted.
X Axis: This is the time dimension of your chart - select a date field from your collection, or choose History for realtime.
- If History is selected; you must define your grouping - choose from Year, Quarter, Month, Day, Hour, Minute or Second.
- For Line charts - use the 'Default missing values to zero' if you want to show gaps in data as zero values. This is useful for highlighting when changes have occured.
Y Axes: This is the value dimension of your chart - select numeric field(s) from your collection.
- Please note: You can plot multiple fields on the same chart.
- Use the 'Default missing values to zero' if you want to show gaps in data as zero values. This is useful for highlighting when changes have occured. Leave blank if the value should remain consistent (e.g. for stock levels)
Categorisation: Optionally define a categorisation of your graph based on your collection fields.

Click Add: Once you are satisfied with your chart widget.

You can add multiple chart widgets to the same report. Repeat step 4 above to create more charts.

5. Save

Click Save: once you have added all of your chart widgets

You can create more than one report if desired. Repeat steps 3-5 above to create more reports.

Viewing Record Reports

To view your Record Report

Navigate back to your collection & click on a record.
In the record panel - you will now have a new 'Reports' tab next to Activities & Tasks (if these are switched on for your collection.)
Click on 'Reports' here and you will see your record report with the charts you just configured.

If you have created more than one record report, use the dropdown to choose which record report you would like to view.

Your Chart will update automatically as data changes in your collection. Kinabase charts are interactive, hover over the data points to see specific values.

Creating record reports in Kinabase enables you to rapidly gain insight into how your records & operations change over time.

For deeper customisations or troubleshooting, reach out to our Help & Support or contact your System Admin for assistance.

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