About Kanban reports

For anyone who tracks work that goes through stages or categories, Kanban reports let you visualize your data in cards that are easily moved between categories. For example, in a Sales Manager app your sales team can view their opportunities organized by funnel stage. Then they can drag an opportunity card from one stage to another as the opportunity progresses.

The columns in a Kanban report are based on values in a single-select multiple choice field or a user field. In our Sales Manager app example, the multiple choice field is called "Stage." Each time you drag an opportunity card to a new column, you change the value in that "Stage" field.

Create a Kanban report

  1. From the Table bar, choose a table that has a single-select multiple choice field or a user field.

    Note: You will only be able to create a Kanban report if you have a single-select multiple choice field or a user field.



  2. Click Reports & Charts to open the reports and charts panel, then click +New.

  3. Select Kanban from the list and click Create.

  4. Add a name and description.

  5. In the Reports & Charts panel section, determine who can see this report listed in their panel. You can also choose to organize the report into an existing group in the panel.

    About saving reports

    You can save reports for others to see in the Reports & Charts area for a table if the manager of the app has granted you permission to do so.

    When you save this type of shared or common report, so that others can see it, you have several choices:

    • Everyone. Everybody can see the report in the panel.

    • Users in my role. Users who have my role can see the report in the panel.

    • Users in specific roles. Users in any of the chosen roles can see the report in the panel.

    • No one; hide it. The report doesn't appear in the panel until you say otherwise. To see the report, create a bookmark in your browser.

    If your report is personal, choose Only me. Only you can see the report in the panel. You can't ever list it for other users. You can still let others open it by sending them links

    An app manager can also specify which reports a particular role can see at any time. To learn how, see Specifying which reports a user can see.

  6. In the Card Groups section, select the multiple-choice field or user field you want to use to group your cards into columns. For example, in your Sales Manager app, you can select the field called "Stage" to see your team's opportunities categorized by where they are in the sales funnel.

    1. You can choose to show up to 10 groups. So if you your sales funnel has 15 stages but not every stage is relevant for your users, you can select the 10 you want to appear in your report.

    2. Note: Each group will display the first 50 records as cards on your report.

  7. In the Card Details section, you can customize the three fields you want to display on your cards. Otherwise, the cards will display the first three fields from your default settings.

  8. In the Filters section, you can customize the data that displays. You can set initial filters to include only relevant data and also define dynamic filters that enable users to change the display to quickly get just the view of data that they need. Read more about using filters. For example, to customize which opportunities from your table appear in your Kanban report, add an initial filter.

  9. In the Sorting section, select the field to determine the order you want the cards to appear within your columns. If your app admin has enabled manual ordering for this table, you can choose to let users determine the vertical ordering by dragging cards within columns. More about manual ordering.

  10. To color-code your cards, select Color-code cards using a formula. More about color-coding.

Related Topics: