Reports & charts — Add columns

A report is a list of columns. Pick a kind, give it a Label, fill in that kind's controls, and click + Add column. • Field — a value straight from a column on the base table, or the record's name. • Lookup — follow a Relation field on the base table and pull a value (or the record name) from the linked record. • Aggregation — roll up records from another table that link back to this one: count, sum, avg, min, or max. count ignores the value field; the other four need a numeric field to aggregate. • Formula — arithmetic over other columns, referenced by label, e.g. [Pipeline $] / [Deals]. Operators: + - * / ( ). Remove a column with the × button — any filters, grouping, or sort that used it are cleaned up automatically. The Base table picker sets which table the report reads from; changing it clears all columns and filters, so choose it first.