How To Create Reports In Airtable

How To Create Reports In Airtable

1. Log In to Airtable: Access your Airtable account.
2. Select a Base: Choose the base where your data is stored.
3. View Your Data: Navigate to the table you want to report on.
4. Create a New View: Click on "Views" and select "Grid view" or another type.
5. Filter Data: Use filters to display only the relevant records.
6. Sort Data: Organize your data by sorting it based on specific fields.
7. Group Records: Group your data by categories for better visualization.
8. Add Summary Fields: Use summary functions to calculate totals or averages.
9. Customize Fields: Hide or show fields as needed for clarity.
10. Export Your Report: Click on "Download" to export your report in CSV or PDF format.