Tape reports, included in the premium plan, provide a powerful way to analyze your data. By using these reports, you can explore data combinations, present information clearly, and share insights with your team or stakeholders.

Reports become more useful when they’re integrated across the place where you’re already doing your work.

Live data updates: Tape reports refresh automatically with new data, which means that you don’t have to spend time putting together weekly reports.
Big Picture Visibility: Gain insights into the performance of all your projects and teams without the need to use an additional tool.
Interactive: With a simple click on the report, you can access detailed records responsible for specific results.

Here, we'll cover essential concepts, guide you through menus and options, and dive deep into editing reports. 📊

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CONTENTS OF THIS ARTICLE

Create a new report
Resize and arrange reports
Access details of the report result
Customize your report
Number report
List report
Bar chart
Pie chart
Line chart
Donut chart
Pricing

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Create a new report

Create a dashboard app and add a report like every other block in Tape's dashboard apps.

+ icon: appears in the left margin whenever you hover over a new line. Click it to open a menu of block types you can add to your dashboard app.
you can also use / commands: The easiest way to add a report to your dashboard app
- Type /reports to see the different types of reports and pick one
- Type / followed by the name of the report: /number or /bar chart or /pie chart

Resize and arrange reports

Reports can be resized to suit their content and the format of your dashboard app.

Hover your mouse over your report, then drag the black bars that appear on the sides.
Use drag-and-drop to move reports around your dashboard app. Hover over the report in question, then use the ⋮⋮ icon that appears as a handle to drag it.
You can also drag and drop reports into columns.

💡 Note: For fundamentals of dashboard apps, such as columns or permissions, click → here

Access details of the report result

Click on the report result to see the underlying records.

To return to the report from the records, click the browser's back button or press Cmd/Ctrl + back arrow on your keyboard.

Customize your report

⋮⋮ icon: We call this the block handle, and it appears in the left margin whenever you hover over a block like a report. Click it to open a menu of actions you can take on the reports:

Edit report: view and modify settings for different report types. Check out all the details below.
Header: set the header size.
Border: choose the border thickness.
Color: to color reports or give them a highlight.
Icons: update or remove report icons.
Add caption: insert a brief description.
Duplicate: copy a report exactly.
Delete: pretty self explanatory! Press cmd/ctrl + z to undo
At the menu's end, see who last edited this report

Number report

Number reports are great for drawing attention to specific values within your report—like the number of applicants, total revenue, or inventory counts.

Count: display the number of records visible—like sales per store, units in stock, etc.
Calculate: display a sum, average, or maximum value for a specific field. For example, call out a new largest order, the average daily revenue, or keep track of how much money you’ve got left to spend at a glance.
Compare with an added value or based on data.

Edit your number report

Click the ⋮⋮ icon that appears to the left when you hover over a report, and select Edit report.

Typ: change the report type
Source: choose a data source app
View: select the data view
Field: pick a field for analysis
Calculation: define calculations based on field type
Compare with: set up data comparisons
Data access: manage data in the report for which the viewer has no access
Conditional formatting: apply styles for positive, neutral, or negative results
Icon: add or remove icons next to results
Color: adjust number color
Size: choose number size
Align: set number alignment (left, center, right)
Number format: select formatting options
Decimal precision: define decimal places
Unit: add a unit symbol as prefix or suffix (e.g. USD or $ or leads)