Introduction

Reports let you pull records from one or many workspaces into a single table, apply filters and sorting, and surface numeric totals at the bottom. Unlike a view, which lives inside a single workspace, a report sits at the organization level — making it the right tool when you need to answer questions that span multiple projects at once.

Typical uses include a consolidated pipeline across every sales workspace, a portfolio view of every active client engagement, or a finance roll-up that sums budgets across departments.

Where to Find Reports

Reports live in the left sidebar at the organization level, alongside Dashboards. The list page shows every report you own or have been given access to. Click any report to open its data table.

How Reports Differ From Dashboards and Views

Reports, dashboards, and views all display workspace data but serve different purposes:

• Views show records inside a single workspace, and let you edit them in place. Use views for day-to-day work.
• Dashboards summarize data as charts and stat cards across multiple workspaces. Use dashboards for visualizations and KPIs.
• Reports show records as a table across multiple workspaces, with filters, sorting, and footer totals. Use reports when you need the underlying rows — not just a chart — and you need them pulled from more than one workspace.

Cross-Workspace Field Merging

When you pull data from multiple workspaces, custom fields with the same name and type are automatically merged into a single column. For example, if three workspaces each have a Number field called “Budget”, they appear as one Budget column in the report — no configuration required.

What You Can Do With Reports

• Create a report by choosing data sources, columns, and filters
• Add aggregations to show sums, averages, and other totals in the footer
• Share reports with teammates as editors or viewers
• Export reports to CSV for use in spreadsheets and other tools

Read-Only by Design

Report rows are read-only. Clicking a row opens the source record in a new tab, where you can edit it as usual. This keeps reports safe to share widely without worrying about accidental edits to underlying records.