# Pivot table report

The pivot table format transforms your app data into summarized reports with grouping, aggregation, and cross-tabulation capabilities without needing external tools.

![Pivot table report](/assets/images/pivot-table-report-9ea29859dcc4ac9977862c04550e76a7.png)

## Creating a pivot report[​](#creating-a-pivot-report "Direct link to Creating a pivot report")

To switch any list view to pivot table format:

1. Open a list view in any app
2. Click the **view format** selector in the toolbar
3. Select **Pivot table**
4. The data from your current list (with its filters applied) is displayed in pivot format

The pivot table respects whatever filters are active on the list - so you can filter first, then pivot.

## Configuring the pivot layout[​](#configuring-the-pivot-layout "Direct link to Configuring the pivot layout")

The pivot table has three zones where you place fields:

### Row area[​](#row-area "Direct link to Row area")

Drag fields here to group data into rows. For example, dragging "Assignee" to the row area creates one row per person. You can nest multiple fields for hierarchical grouping - e.g., "Department" then "Assignee" within each department.

### Column area[​](#column-area "Direct link to Column area")

Drag fields here to create column headers. For example, dragging "Month" to the column area creates one column per month. This is how you cross-tabulate - rows by one dimension, columns by another.

### Values area[​](#values-area "Direct link to Values area")

Drag numeric fields here and choose an aggregation:

* **Count** - number of records in each group
* **Sum** - total of numeric values
* **Average** - mean of numeric values
* **Min / Max** - smallest or largest value
* **Distinct count** - number of unique values

You can place multiple fields in the values area to show several metrics side by side.

## Working with the pivot table[​](#working-with-the-pivot-table "Direct link to Working with the pivot table")

### Expanding and collapsing[​](#expanding-and-collapsing "Direct link to Expanding and collapsing")

When you have nested row grouping, click the expand/collapse arrows to drill into or roll up detail levels.

### Sorting[​](#sorting "Direct link to Sorting")

Click column headers to sort the pivot data by that column's values.

### Switching between table and pivot[​](#switching-between-table-and-pivot "Direct link to Switching between table and pivot")

You can switch back to the regular table view at any time using the format selector. The pivot configuration is preserved - switching back to pivot restores your layout.

warning

When switching between table and pivot views, some field configurations may reset. If you notice fields disappearing after switching, re-add them in the pivot layout panel.

## Saving a pivot view[​](#saving-a-pivot-view "Direct link to Saving a pivot view")

Once you have configured a pivot layout you want to keep:

1. Set up your row, column, and value fields
2. Apply any filters you need
3. Click the **Save** button (or **Save as** to create a new view)
4. Give the view a name and choose a folder
5. The pivot configuration is saved along with the filters

The saved view is accessible from the sidebar and retains both the pivot layout and the filter configuration.

## Number formatting[​](#number-formatting "Direct link to Number formatting")

Pivot cells display numbers with default formatting. When working with financial data or percentages, you may need to consider:

* Currency values are displayed based on the field's configured format
* Large numbers use standard grouping separators
* Decimal precision follows the field definition

## Calculated fields[​](#calculated-fields "Direct link to Calculated fields")

Pivot tables can include calculated fields defined in your app. These are fields computed from other field values (e.g., "Total cost = Hours x Rate"). Calculated fields appear alongside regular fields and can be used in any pivot zone.

## Cross-workspace data[​](#cross-workspace-data "Direct link to Cross-workspace data")

For reports that span multiple workspaces, use a [multi-workspace list](/user-guide/app-records-list/multi-workspace-app-lists.md) as the data source. The pivot table works with multi-workspace lists the same way it works with single-workspace lists.

## Use cases[​](#use-cases "Direct link to Use cases")

Pivot tables work well for:

* **Sales reporting** - revenue by region, product, or time period
* **Time tracking analysis** - hours by person, project, or month
* **Ticket metrics** - open tickets by assignee, priority, or state
* **Financial summaries** - budget vs. actual, expense categorization
* **Trend analysis** - patterns over time or across categories

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

* Start with the table view to set your filters, then switch to pivot - it is easier to verify the data set first
* Save frequently-used pivot configurations as named views so the team can access them
* Use row grouping with 2-3 levels maximum - deeper nesting becomes hard to read
* For very large datasets, apply filters before switching to pivot to improve performance
* Export the pivot data to CSV or Excel using the list export function for further analysis in external tools

## Related[​](#related "Direct link to Related")

* [About lists](/user-guide/app-records-list/about-lists.md) - list configuration, filtering, sorting, and all available formats
* [Dashboards](/user-guide/app-records-list/dashboards.md) - combine pivot tables with other widgets on a single page