Reports & charts — Tips

• Choose the Base table before anything else — changing it later clears every column and filter. • Group a date column By month and add a sum aggregation to get a totals-over-time chart. • A count aggregation needs no value field — leave it on — none (count only) —. • Report cards open the read-only view; click Edit there to change the definition. • In a formula, reference other columns exactly by their label: [Pipeline $] / [Deals]. • Saving filters no longer touches the rest of the report — the header form and the filter form each save only what they own. • Reports over very large tables read the first 20,000 records; the preview notes when a report was truncated. • A period narrows the read in the database before the row ceiling applies, so a monthly report over a very large table is exact where an all-time one may be sampled.