Grouping, Charts, and Drill-Down
Adding a metric turns a list of records into a summary. This page covers what happens after that: how the data groups, how to band a table into sections, how to chart it, and how to get back to the underlying records.
From List to Summary
| Report has | Result |
|---|---|
| Dimensions only | One row per record; each dimension is a column |
| Dimensions + metrics | One row per combination of dimension values; metrics are the measured columns |
Example: dimensions Stage and Salesperson with a Count metric produces one row per stage-and-salesperson pair, with the number of projects in each.
Date Grouping
When a date dimension is used in a summary report, a bucket selector appears on its row in the sidebar:
| Bucket | Groups by |
|---|---|
| Day | Calendar day |
| Week | Calendar week |
| Month | Calendar month (default) |
| Quarter | Calendar quarter |
| Year | Calendar year |
Without bucketing, every distinct timestamp would be its own group. Buckets are calculated in your session's time zone.
Grouping Rows into Sections
A table can lift a field out of the rows and into collapsible section headers. In the sidebar's Group rows by section, choose Add grouping and pick the field — up to two levels, banded in the order you add them.
A grouped field is shown in its section headers instead of as a column, so picking one that is already a dimension moves it out of the table body. Removing a grouping puts the field back as the table's first column. At least one dimension always stays behind as a column, so the last one can't be grouped on.
Each section header shows:
- The section's values, joined with ·
- How many records the section holds
- The section's totals, aligned under their own measure columns
Click a header to collapse or expand that section.
Section counts and totals are calculated over the entire section by the database — not added up from the rows on screen. A page is only a window onto a section, and averages and distinct counts cannot be recombined from the rows beneath them anyway.
Section banding applies to tables only. A chart already pivots on the same dimensions, so the section is hidden while a chart is selected and its fields show as dimensions instead.
Charts
The Chart section appears in the sidebar once the report has at least one metric.
| Chart | Best for | Requires |
|---|---|---|
| Table only | Detail and precise numbers | Nothing extra |
| Bar | Comparing values across categories | 1–2 dimensions |
| Line | Trends over time | 1–2 dimensions |
| Pie | Share of a total | 1–2 dimensions |
| KPI card | A single headline number | Works with no dimensions |
How the dimensions are used:
- The first dimension is the chart's axis.
- A second dimension splits the data into series — bars and lines get one series per value; a pie draws the two dimensions as concentric rings, the inner ring being the first dimension.
- With three or more dimensions, charts are unavailable and the report renders as a table. Trim back to two and your chart choice returns.
A KPI card shows each metric's value from the first row — pair it with no dimensions to get a single company-wide number per metric.
A charted report renders as the chart alone. The table it summarizes is not shown alongside it — use the drill-down to see records, or the export to get the full table.
Drill-Down
Every summarized row can be opened to see the records behind it.
- In a table, click a summary row
- In a chart, click a bar, point, or slice
A dialog opens listing the individual records for exactly that group, titled with the group's values and its measured totals. From the dialog you can:
- Page through the records, 25 at a time
- Sort by clicking a column header
- Click a row to open that record in a new tab (Projects, Contacts, Purchase Orders, and Quotes)
- Download CSV — this page
The drill-down runs the report's own query pinned to the clicked group, so what it lists is exactly what the row counted — filters and all.
Drill-Down Columns
By default the drill-down lists each record's usual identifying fields — for a project, its name, ID, client, stages, and salesperson.
To choose your own, open Drill-down columns in the editor sidebar and add the fields you want. Drag the rows to reorder them; the drill-down shows them left to right in that order. Any reportable field is available, including related fields and the report's own calculated fields.
Remove every column to go back to the default set.
The section appears once the report has a metric — a report that already lists one record per row has nothing to drill into.