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Reporting

Create dynamic, interactive reports that automatically update and provide comprehensive insights into your data across multiple visualization formats.

Report types​

Dynamic list views​

Create saved list views with specific configurations:

  • Persistent settings - save chosen columns, filters, sorting, and grouping
  • Direct access - access reports via direct links that remain consistently updated
  • Real-time data - reports automatically reflect current data without manual refresh

Visual representations​

Choose the most appropriate visualization for your data:

  • Record lists - traditional table or card views for detailed data review
  • Pivot table reports - summarized data with grouping and aggregation
  • Charts - graphical representations for trend analysis and comparisons

Dashboard consolidation​

Combine multiple reports into comprehensive dashboards:

  • Unified views - display various reports on a single dashboard page
  • Cross-report insights - analyze relationships between different data sets
  • Executive overview - provide high-level summaries for stakeholders

Record-specific reports​

Embed reports within individual app records:

  • Contextual data - show related information directly within record views
  • Example: A Company record might include tabs showing finalized deals, sent emails, or addressed tickets associated with that company

Report connectors​

Integrate external system data into Comind for comprehensive analysis:

External data integration​

The most common use case involves embedding external reports within app records:

  • Scheduled imports - regularly import CSV or Excel files from external systems
  • API connectors - real-time data retrieval from external platforms
  • Data synchronization - maintain current information from multiple sources

Cross-platform analysis​

Combine Comind data with information from other platforms:

  • Comprehensive insights - analyze data across your entire business ecosystem
  • Real-time connectors - retrieve external data on-demand or at scheduled intervals
  • Unified reporting - create reports that span multiple systems and platforms

Data export options​

Manual exports​

  • CSV/Excel export - manually export data from selected lists in structured formats
  • Direct download - immediate access to current data for external analysis

Automated data access​

  • Filtered data links - access data through specific URLs with predefined filters and columns
  • REST API - programmatic access for regular data queries and external system integration
  • Data lake integration - scheduled data transmission to external data storage systems

Scheduled data transmission​

  • Automated jobs - use Comind jobs to transmit data to external systems at specified intervals
  • Custom formats - deliver data in the exact format required by external systems
  • Error handling - manage transmission failures and retry logic

Benefits​

Comprehensive reporting capabilities provide:

  • Data visibility - gain insights into all aspects of your business operations
  • Automated updates - reports stay current without manual intervention
  • Flexible presentation - choose the best visualization for each data set
  • External integration - combine data from multiple sources for complete analysis
  • Decision support - provide stakeholders with the information needed for informed decisions

Reporting transforms raw data into actionable insights that drive better business decisions and operational efficiency.