Reporting in Airtable Articles

You can use the grouped records feature to create reports in Airtable.

For example: suppose you have a sales pipeline in Airtable.

If you used the group records feature, you can group by which sales opportunities closed successfully, by lead type, or any number of other criteria (depending on what your table looks like, of course).

Notice that when the records are grouped, the summary bar shows separate summaries for each of the groups and sub-groups. You can pick from a variety of different possible summary functions (e.g. median, range, standard deviation) depending on the type of field.

In this example, the summary bar is showing us the total number of successfully closed deals, the average amount of those closed deals in dollars, the earliest date of last contact for closed deals, and the median number of licenses sold in each successfully closed deal.

These summary functions will show for all of the different groups of records, so you can compare and contrast between groups. Looks like we failed to close some pretty big deals...

You can drill down even further by adding another grouping (and another, and another...).

For many reports, grouping on a date range is particularly useful—for example, if you want to group records by the month, year, or quarter in which they occurred. If you're interested in learning how, this article on grouping on a date range can give you some pointers.

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