{"__v":5,"_id":"5633022c10b6040d0087946b","category":{"__v":21,"_id":"5614a5076ebd340d006a1bd0","pages":["5614a5086ebd340d006a1bd2","5614a68fb283fb0d00a487d5","5614aab0163a7d2100ab5f02","563301637b563e0d00904900","56330184b904a10d0032f797","563302048c9cda0d002526ff","5633020e62c48a0d00334df3","5633022c10b6040d0087946b","5633024010b6040d0087946d","5633026fb904a10d0032f799","5633034538f8aa0d00d31002","5633035062c48a0d00334df5","5633036949e16d0d00122537","5633037b38f8aa0d00d31005","5633038d38f8aa0d00d31007","5633039bb904a10d0032f79b","56330b63b904a10d0032f7a6","56330e587b563e0d00904908","56370adb0704070d00f06c0c","563bc913dfa1282b000dd33e","56ad51b279011b0d00c32aba"],"project":"5614a5066ebd340d006a1bcc","version":"5614a5076ebd340d006a1bcf","sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-10-07T04:52:23.567Z","from_sync":false,"order":1,"slug":"reference","title":"Reference"},"parentDoc":null,"project":"5614a5066ebd340d006a1bcc","user":"5614a4b8b283fb0d00a487d3","version":{"__v":5,"_id":"5614a5076ebd340d006a1bcf","project":"5614a5066ebd340d006a1bcc","createdAt":"2015-10-07T04:52:23.031Z","releaseDate":"2015-10-07T04:52:23.031Z","categories":["5614a5076ebd340d006a1bd0","5614aa6253a1830d0098e962","5633048649e16d0d00122539","563305b08c9cda0d00252704","563305dc8c9cda0d00252705"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"updates":[],"next":{"pages":[],"description":""},"createdAt":"2015-10-30T05:37:48.166Z","link_external":false,"link_url":"","githubsync":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":7,"body":"Reports let you summarize data in a sheet via counts, sums, averages, etc. They are similar to pivot tables in spreadsheets, or aggregate queries in a SQL database.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/qk7rjPkqQnC59Jzq8sJi_Screen%20Shot%202015-11-03%20at%2011.04.10%20AM.png\",\n        \"Screen Shot 2015-11-03 at 11.04.10 AM.png\",\n        \"623\",\n        \"428\",\n        \"#34a547\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Creating a report based on a group column\"\n}\n[/block]\nTo create a report with a single group column—such as Status, Owner, Industry, Role, etc.—go to the column you want to group on and choose the report option in the column menu:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/l3bOMB8aTV6WahRopUQv_Screen%20Shot%202015-12-11%20at%204.54.05%20PM.png\",\n        \"Screen Shot 2015-12-11 at 4.54.05 PM.png\",\n        \"425\",\n        \"227\",\n        \"#33a242\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\nThis will start you with a count report; see below for how to add other formulas from there.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Creating a simple summary report\"\n}\n[/block]\nTo create a simple count, sum, etc. over the whole sheet, not broken out by any column, click in the [query bar](queries) and choose “summary functions”:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/UGj6l4G0RPCgO4r86wp2_Screen%20Shot%202015-11-03%20at%2011.05.01%20AM.png\",\n        \"Screen Shot 2015-11-03 at 11.05.01 AM.png\",\n        \"296\",\n        \"379\",\n        \"#aa6736\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\nThen choose a function for a single-number report, or choose “report” to combine multiple functions in one view:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/3mqs9cehQbOE475ji7u7_Screen%20Shot%202015-11-03%20at%2011.05.24%20AM.png\",\n        \"Screen Shot 2015-11-03 at 11.05.24 AM.png\",\n        \"325\",\n        \"417\",\n        \"#a46742\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Adding formula columns to a report\"\n}\n[/block]\nTo add more formulas to a report, just add a column. This will automatically prompt you for a formula.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/wkZKul1RR9iLrI7Hp5Or_Screen%20Shot%202015-11-03%20at%2011.05.51%20AM.png\",\n        \"Screen Shot 2015-11-03 at 11.05.51 AM.png\",\n        \"692\",\n        \"427\",\n        \"#2b9435\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Adding group columns to a report\"\n}\n[/block]\nTo add or change the grouping for a report, edit the `group` term in the query bar directly. The fields listed here will be used to create the report.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/8jTKu6Q4hupnl0PUvzQt_Screen%20Shot%202015-11-03%20at%2011.06.15%20AM.png\",\n        \"Screen Shot 2015-11-03 at 11.06.15 AM.png\",\n        \"583\",\n        \"66\",\n        \"#35803d\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Reports update automatically\"\n}\n[/block]\nA report isn't a static snapshot of the underlying data. It updates automatically whenever the sheet is changed.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Charts & graphs: coming in a future update\"\n}\n[/block]\nFieldbook doesn't support data visualization yet, but we're planning on it. If this is important to you, please message us through the app or by email ([support:::at:::fieldbook.com](mailto:support@fieldbook.com)); hearing what you need will help us prioritize this and build a feature that works for you.","excerpt":"","slug":"reports","type":"basic","title":"Reports"}
Reports let you summarize data in a sheet via counts, sums, averages, etc. They are similar to pivot tables in spreadsheets, or aggregate queries in a SQL database. [block:image] { "images": [ { "image": [ "https://files.readme.io/qk7rjPkqQnC59Jzq8sJi_Screen%20Shot%202015-11-03%20at%2011.04.10%20AM.png", "Screen Shot 2015-11-03 at 11.04.10 AM.png", "623", "428", "#34a547", "" ] } ] } [/block] [block:api-header] { "type": "basic", "title": "Creating a report based on a group column" } [/block] To create a report with a single group column—such as Status, Owner, Industry, Role, etc.—go to the column you want to group on and choose the report option in the column menu: [block:image] { "images": [ { "image": [ "https://files.readme.io/l3bOMB8aTV6WahRopUQv_Screen%20Shot%202015-12-11%20at%204.54.05%20PM.png", "Screen Shot 2015-12-11 at 4.54.05 PM.png", "425", "227", "#33a242", "" ] } ] } [/block] This will start you with a count report; see below for how to add other formulas from there. [block:api-header] { "type": "basic", "title": "Creating a simple summary report" } [/block] To create a simple count, sum, etc. over the whole sheet, not broken out by any column, click in the [query bar](queries) and choose “summary functions”: [block:image] { "images": [ { "image": [ "https://files.readme.io/UGj6l4G0RPCgO4r86wp2_Screen%20Shot%202015-11-03%20at%2011.05.01%20AM.png", "Screen Shot 2015-11-03 at 11.05.01 AM.png", "296", "379", "#aa6736", "" ] } ] } [/block] Then choose a function for a single-number report, or choose “report” to combine multiple functions in one view: [block:image] { "images": [ { "image": [ "https://files.readme.io/3mqs9cehQbOE475ji7u7_Screen%20Shot%202015-11-03%20at%2011.05.24%20AM.png", "Screen Shot 2015-11-03 at 11.05.24 AM.png", "325", "417", "#a46742", "" ] } ] } [/block] [block:api-header] { "type": "basic", "title": "Adding formula columns to a report" } [/block] To add more formulas to a report, just add a column. This will automatically prompt you for a formula. [block:image] { "images": [ { "image": [ "https://files.readme.io/wkZKul1RR9iLrI7Hp5Or_Screen%20Shot%202015-11-03%20at%2011.05.51%20AM.png", "Screen Shot 2015-11-03 at 11.05.51 AM.png", "692", "427", "#2b9435", "" ] } ] } [/block] [block:api-header] { "type": "basic", "title": "Adding group columns to a report" } [/block] To add or change the grouping for a report, edit the `group` term in the query bar directly. The fields listed here will be used to create the report. [block:image] { "images": [ { "image": [ "https://files.readme.io/8jTKu6Q4hupnl0PUvzQt_Screen%20Shot%202015-11-03%20at%2011.06.15%20AM.png", "Screen Shot 2015-11-03 at 11.06.15 AM.png", "583", "66", "#35803d", "" ] } ] } [/block] [block:api-header] { "type": "basic", "title": "Reports update automatically" } [/block] A report isn't a static snapshot of the underlying data. It updates automatically whenever the sheet is changed. [block:api-header] { "type": "basic", "title": "Charts & graphs: coming in a future update" } [/block] Fieldbook doesn't support data visualization yet, but we're planning on it. If this is important to you, please message us through the app or by email ([support@fieldbook.com](mailto:support@fieldbook.com)); hearing what you need will help us prioritize this and build a feature that works for you.