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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​

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
  • Pivot tables - aggregated data with row/column grouping and calculations. See Pivot table report
  • Charts - visual representations of list data. See Charts
  • Dashboards - multiple views combined on a single page. See Dashboards

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

Setting up workspace reports​

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​

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​

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
  • API connectors - retrieve data from external platforms via the REST API
  • Cross-platform views - combine Comind.work data with information from other systems

Data export​

Make Comind.work data available to external reporting tools:

  • CSV/Excel export - users can export data from any list
  • 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 to transmit data to external systems at regular intervals

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