# Reporting

As a workspace administrator, you can set up reporting infrastructure that gives your team ready-made views, dashboards, and data connections without requiring each user to build their own.

## Building blocks[​](#building-blocks "Direct link to Building blocks")

Reports in Comind.work are built from standard platform features:

* **Saved list views** - preconfigured lists with specific columns, filters, sorting, and grouping. See [Custom lists](/user-guide/app-records-list/create-and-edit-custom-lists.md)
* **Pivot tables** - aggregated data with row/column grouping and calculations. See [Pivot table report](/user-guide/list-formats/pivot-table-report.md)
* **Charts** - visual representations of list data. See [Charts](/user-guide/list-formats/charts.md)
* **Dashboards** - multiple views combined on a single page. See [Dashboards](/user-guide/app-records-list/dashboards.md)

Your role as admin is to organize these into a coherent reporting setup for the workspace.

## Setting up workspace reports[​](#setting-up-workspace-reports "Direct link to Setting up workspace reports")

### Organizing saved views[​](#organizing-saved-views "Direct link to Organizing saved views")

Create shared saved views that serve as standard reports for your team:

1. Build a list view with the right columns, filters, and format (table, pivot, chart)
2. Save it as a shared view (not private)
3. Organize views into list folders with meaningful names (e.g., "Monthly reports", "Team metrics")
4. Set folder positions so the most-used reports appear first

### Record-embedded reports[​](#record-embedded-reports "Direct link to Record-embedded reports")

Apps can show related data directly within a record. For example, a Company record might include tabs showing:

* Deals associated with that company
* Tickets filed by contacts at that company
* Timelogs billed to projects under that company

These are configured as related-record list views in the app's tab settings.

## External data integration[​](#external-data-integration "Direct link to External data integration")

### Report connectors[​](#report-connectors "Direct link to Report connectors")

Embed data from external systems within Comind.work records:

* **Scheduled imports** - regularly import CSV or Excel files from external systems using [data import](/user-guide/app-records-list/data-import.md)
* **API connectors** - retrieve data from external platforms via the [REST API](/api-integrations/rest-api/introduction.md)
* **Cross-platform views** - combine Comind.work data with information from other systems

### Data export[​](#data-export "Direct link to Data export")

Make Comind.work data available to external reporting tools:

* **CSV/Excel export** - users can [export data from any list](/user-guide/app-records-list/export-data-from-list.md)
* **Filtered data links** - share URLs with predefined filters and columns
* **REST API** - programmatic access for external BI tools or data warehouses
* **Scheduled jobs** - use [jobs](/admin-guide/workspace-admin/jobs.md) to transmit data to external systems at regular intervals

## Tips for admins[​](#tips-for-admins "Direct link to Tips for admins")

* Create shared views for common reporting needs so users do not have to build their own
* Use list folders to group related reports together
* For financial or sensitive reports, use per-field permissions to control which groups see which data
* When users request new reports, check if an existing saved view with adjusted filters would work before creating a new one