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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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.

Full screen

Sometimes, you need a deeper look – that’s why we’ve introduced full screen.

How to Use Full Screen Mode

Unlocked dashboard app: access full-screen mode through the ··· menu or ⋮⋮ block handle
Locked dashboard app: click the icon in the top right corner of the block

Navigating in Full Screen

Once in full screen, you can easily navigate between blocks by using the left and right arrow keys on your keyboard. Or, simply click the on-screen arrows to glide through the blocks.

💡 Note: Even in full-screen mode, you can still interact with your blocks. Simply click on the report values to navigate to the underlying records or use the tooltip by hovering your mouse, making it easy to access detailed information.

Full screen isn't available for the number report since it has no advantages.

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)

List report

List report presents data in a structured, itemized format. This type of report is commonly used in business, finance, and project management to display information in a clear, organized manner, making it easy for the reader to scan through the content and understand the key points quickly. List reports can include various types of data, such as inventories, task lists, employee directories, sales figures, or any other information that benefits from being presented in a sequential or categorical manner.

Key Features

Structured layout: organizes information clearly, making it easy to scan.
Categorical or sequential order: Arranges items logically by type or sequence.
Concise Entries: keeps each item brief, highlighting key details.

Benefits

Easy navigation: quickly find and understand information.
Clear communication: presents details effectively without clutter.
Logical organization: ensures all relevant points are covered and easy to follow.

Edit your list 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
Group by: the selected field for analysis will be grouped by
Date by: choose from various display options if you grouped by a date field
Sort: determine the order
Group limit: show a specific number of top or bottom values, e.g., Top 10
Hide empty groups: toggle on to hide empty groups
Include empty records: toggle on to create a new group named "Empty." Any values with an empty group field will go here.
Show others group: toggle on to include an "Others" group for values that don't fit into the other selected groups.Show total group: toggle on to display a "Total" group that aggregates all values.
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
Show group icon: show the icon of the grouped-by app
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)

Pie Chart

Pie charts are circular graphs divided into slices that show numerical proportions. Each slice represents a category's contribution to the whole, making it easy to compare parts of a dataset. They are perfect for displaying relative sizes of data points, like market shares, budget breakdowns, or survey results.

Key Features

Slices: Each slice represents a category, with the size proportional to its value.
Colors: Different colors or shades distinguish between categories.
Labels: Each slice can be labeled with value, percent and group name.
Legend: A legend explains what each slice represents.

Benefits of Pie Charts

Clarity: Provides a clear and immediate visual representation of data proportions.
Simplicity: Easy to create and understand, even for non-technical audiences.
Highlighting: Easily highlight significant data points or changes over time.

Pie charts are a straightforward and effective way to visualize the distribution of data, making complex information more accessible and understandable.

Edit your pie chart

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
Group by: the selected field for analysis will be grouped by
Sort: determine the order
Group limit: show a specific number of top or bottom values, e.g., Top 10
Hide empty groups: toggle on to hide empty groups
Include empty records: toggle on to create a new group named "Empty." Any values with an empty group field will go here.
Show others group: toggle on to group non-displayed groups under "others"
Data access: manage data in the report for which the viewer has no access
Hide Legend: do not show the legend
Show group icon: show the icon of the grouped-by app
Color: choose from different color palettes
Label: show value, percent, group name, or hide label
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)

Hover over the results to see all labels

Donut Chart

Donut charts are circular graphs divided into segments to represent numerical proportions. Each segment represents a category's contribution to the whole, facilitating the comparison of parts within a dataset. They are ideal for visualizing data distributions, such as demographic percentages, sales performance, or resource allocations.

Key Features

Circular Segments: Represent parts of a whole for easy proportion visualization.
Comparative Analysis: Facilitates comparison of different dataset parts.
Labels: Each segment can be labeled with value, percent and group name.
Legend: A legend explains what each segment represents.

Benefits of Pie Charts

Clarity: Provides a clear and immediate visual representation of data proportions.
Simplicity: Easy to create and understand, even for non-technical audiences.
Highlighting: Easily highlight significant data points or changes over time.

Donut charts are a straightforward and effective way to visualize the distribution of data, making complex information more accessible and understandable.

Edit your donut chart

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
Group by: the selected field for analysis will be grouped by
Sort: determine the order
Group limit: show a specific number of top or bottom values, e.g., Top 10
Hide empty groups: toggle on to hide empty groups
Include empty records: toggle on to create a new group named "Empty." Any values with an empty group field will go here.
Show others group: toggle on to group non-displayed groups under "others"
Show total: Toggle on to display the total amount
Data access: manage data in the report for which the viewer has no access
Hide Legend: do not show the legend
Show group icon: show the icon of the grouped-by app
Color: choose from different color palettes
Label: show value, percent, group name, or hide label
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)

Hover over the results to see all labels

Bar chart

Bar charts use bars to compare categories. The length or height of each bar represents its value, making it easy to see differences. Ideal for displaying sales figures, survey results, or frequency counts, they clearly show trends and comparisons.

Key Features

Bars: Rectangles representing data values.
Axes: Vertical and horizontal showing values and categories.
Labels: Text indicating the category and value for each bar.

Benefits of bar charts

Clarity: Easily compare data across categories.
Versatility: Suitable for various data types.
Trends: Highlight changes over time or groups.

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
Group by: the selected field for analysis will be grouped by
Date by: choose from various display options if you grouped by a date field
Sort: determine the order
Group limit: show a specific number of top or bottom values, e.g., Top 10
Hide empty groups: toggle on to hide empty groups
Include empty records: toggle on to create a new group named "Empty." Any values with an empty group field will go here.
Show others group: toggle on to group non-displayed groups under "others"
Subgroup by: group each bar into subgroups for stacked data
Date by: choose from various display options if you grouped by a date field
Data access: manage data in the report for which the viewer has no access
Orientation: choose to display the bars in a vertical or horizontal orientation
Bars: display bars as grouped, stacked, or stacked 100%
Hide Legend: do not show the legend
Hide axes: do not display the axes
Show axes title: add axes titles to your chart
Show grid lines: display grid lines within your chart
Show group icon: show the icon of the grouped-by app
Color: choose from different color palettes
Label : show value, percent, group name, or hide label
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)

💡 Show member photos: Group by member, then toggle "Show group icon" on. This helps you quickly recognize team members without needing to read their names, for example, when tracking the status of tasks with a bar chart.

Hover over the results to see all labels

Line Chart

Line charts use points connected by lines to display trends over time or continuous data. Each point represents a data value at a specific moment in time, making it easy to track changes and identify patterns. Ideal for visualizing stock prices, monthly budget comparisons, or performance metrics, they provide a clear view of how data evolves, helping you spot trends and make data-driven decisions.

Key Features

Lines: Connected points representing data values over time.
Axes: Vertical and horizontal lines showing values and time intervals.
Labels: Text indicating data values and corresponding time points.

Benefits of Line Charts

Trend Analysis: Easily track changes and patterns over time.
Clarity: Provides a clear visual representation of data progression.
Versatility: Suitable for various continuous data types.

Edit your line chart

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
Group by: the selected field for analysis will be grouped by
Date by: choose from various display options if you grouped by a date field
Sort: determine the order
Group limit: show a specific number of top or bottom values, e.g., Top 10
Hide empty groups: toggle on to hide empty groups
Include empty records: toggle on to create a new group named "Empty." Any values with an empty group field will go here.
Subgroup by: add multiple lines of data onto a line chart
Date by: choose from various display options if you subgrouped by a date field
Data access: manage data in the report for which the viewer has no access
Start values from Zero: toggle on to start Y-axis from zero
Start groups from Zero: toggle on to start X-axis from zero
Smooth lines: Choose rounded for smooth trends or square for precise values.
Hide axes: do not display the axes
Show axes title: add axes titles to your chart
Show grid lines: display grid lines within your chart
Hide Legend: do not show the legend
Show group icon: show the icon of the grouped-by app
Color: choose from different color palettes
Label : show value, percent, group name, or hide label
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)

Hover over the results to see all labels

Pricing

By adding Tape’s premium plan to your organization, every member of the workspace—including organization owners, admins, and guests—will be able to use reports. Currently, you cannot purchase reports for only part of your team. You can test the premium plan for 30 days free of charge.

Up next

Intro to dashboard apps

Hierarchy structure in Tape

Table view

Board view

Start here - as an admin with Tape

Import data into Tape