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Report Types

Buildaible offers a variety of report types to help you visualize and analyze your data effectively. Each report type is designed for specific use cases, providing flexibility and insights tailored to your needs. Below is an overview of the available report types, their descriptions, and example use cases.


Table Report

Description: Displays data in a spreadsheet-like format with rows and columns. Ideal for detailed data views, comparisons, and quick access to record-level information.

Features:

  • Sort and filter records.

  • Customize visible fields.

  • Use with Filter Presets for dynamic views.

Example Uses:

  • Viewing a list of all open tasks in a project.

  • Reviewing sales records with columns for customer, amount, and status.

  • Tracking inventory with fields like product name, quantity, and price.


Bar Chart

Description: Visualizes data as vertical bars, making it easy to compare values across categories.

Features:

  • Group data by a specific field.

  • Display totals, counts, or averages.

Example Uses:

  • Comparing revenue by product category.

  • Displaying the number of tasks completed by each team member.

  • Analyzing sales trends over months.


Pie Chart

Description: Represents data as slices of a circle, showing proportions or percentages of a whole.

Features:

  • Best for visualizing part-to-whole relationships.

  • Easy-to-read format for quick insights.

Example Uses:

  • Breaking down expenses by category.

  • Displaying the proportion of leads by status (e.g., New, In Progress, Closed).

  • Analyzing market share by region.


Line Chart

Description: Displays data points connected by lines, ideal for showing trends over time or sequential data.

Features:

  • Plot multiple series on the same chart.

  • Highlight patterns and fluctuations in data.

Example Uses:

  • Tracking monthly sales performance.

  • Analyzing website traffic over weeks or months.

  • Observing temperature changes over a day.


Funnel Chart

Description: Visualizes the progression of data through stages in a process, highlighting drop-offs or conversions between stages.

Features:

  • Best for visualizing workflows, pipelines, or funnels.

  • Emphasizes bottlenecks and opportunities for improvement.

Example Uses:

  • Analyzing sales pipelines, from leads to closed deals.

  • Tracking customer onboarding stages.

  • Monitoring the flow of tasks through different project phases.


Choosing the Right Report Type

For:

Use:

Detailed Data

Table Reports

Comparisons

Bar Charts

Proportions

Pie Charts

Trends Over Time

Line Charts

Processes

Funnel Charts


Next Steps


By offering these diverse report types, Buildaible ensures that you can turn raw data into actionable insights. Whether you’re managing tasks, analyzing performance, or tracking workflows, there’s a report type suited for every need!