Charts

• The Dashboard tab, a shared dashboard visible to your team.
• The Analytics tab of a specific record, charts scoped to a single record’s data.

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Chart types

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Creating a chart

1. Enable Layout Editor mode by clicking the toggle in the top navigation.
2. Navigate to the Dashboard tab (or the Analytics tab of a record).
3. Click Add a new chart.
4. Enter a name and optional description.
5. Select a chart type.
6. Configure the chart data source (see below).
7. Save and exit Layout Editor mode.

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Simple mode (UI-based)

• Collection, which data source to query.
• Aggregate function, count, sum, average, min, max.
• Group by field, the dimension to group results by.
• Time frame, for time-based charts: day, week, month, or year.
• Filters, optional conditions to restrict which records are included.

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Query mode (SQL)

SELECT COUNT(*) AS value
FROM customers;

SELECT status AS key, COUNT(*) AS value
FROM orders
GROUP BY status;

SELECT DATE_TRUNC('month', created_at) AS key, COUNT(*) AS value
FROM signups
GROUP BY key
ORDER BY key;

SELECT companies.name AS key, SUM(transactions.amount) AS value
FROM transactions
JOIN companies ON transactions.beneficiary_company_id = companies.id
GROUP BY key
ORDER BY value DESC
LIMIT 10;

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Record-specific analytics

• In Query mode, use {{recordId}} to inject the current record’s ID into your SQL query.
• In API mode, the record_id is automatically passed in the HTTP body.

SELECT DATE_TRUNC('month', transactions.created_at) AS key, SUM(transactions.amount) AS value
FROM transactions
WHERE transactions.company_id = {{recordId}}
GROUP BY key
ORDER BY key;

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Managing charts

• Move charts by dragging them on the dashboard.
• Resize charts to fit your layout.
• Edit a chart’s configuration by clicking the pencil icon.
• Delete a chart by clicking the trash icon.