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Reports & charts — Good to know

• Changing the Base table wipes the report's columns and filters immediately — there is no undo. • Formulas match columns by label text: a token that matches no column is treated as 0, so relabeling a column silently changes formulas that referenced the old label. • KPI view only shows aggregation and formula columns; plain field and lookup columns don't get a card. • Numeric filter operators (>, <, ≥, ≤) never match when either the cell or the filter value isn't a number. • Only the first chart series starts visible — extra series stay hidden until someone toggles their chips. • The same report can show different numbers to different people, because hidden fields render blank per viewer. • Deleting a report is permanent; export a CSV first if you need a snapshot of the current result. • A comparison needs a real period: “All time vs previous” is refused when you save, rather than silently comparing against nothing every time it runs. • Publishing freezes the columns. If a colleague adds a column to a shared report later, the public link keeps showing what you published until somebody publishes again.
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