Introduction to reports

How a report turns records into a chart, and why the numbers never go stale.

What you will learn

Pick an object or list, choose what to count, sum, or average, group it — the pivot table, without the export.

Reports read your records directly, so the chart is right every time you open it — no Friday rebuild, no version-final-v2.xlsx.

Scoping a report to a team, a source, or a date range, and flipping between this month and last without touching the definition.