How Knack Works
Design Your Database
Manage Your Records
Build Your Live Application
View and Share Your App
Do More With Knack
Connect Related Data
Users & Access
Calculations & Logic
Emails & Notifications
Search & Queries
Reporting & Dashboards
E-Commerce & Payments
Objects & Connections
Plan Your Connections: Complex Example
Working With Objects
Plan Your Connections: Simple Example
Plan Your Objects
Use Connections in Your App
Connecting Records Together
Connections: Troubleshooting & FAQs
Numeric Equation Functions
Date Equation Settings
Numeric Equation Settings
Text Formula Functions
CSV Format Guide for Importing
Working with Records
Deleting a Page That's Being Linked to
Working with Pages
Navigating the Page Preview
Printing Pages & PDFs
Table Column Settings
Source: Which Records Will the View Display
Using Action Links
Combining Fields from Connected Records in Views
Using Record Rules
Using Display Rules
Using Submit Rules
Users & Logins
Users and the Page Menu
Manage Roles & Permissions
Single Sign-On with Google, Facebook, Twitter, and Custom
Manage User Records
Logins and Registrations
Live App Security Settings: HIPAA Plans
Live App Security Settings
Tasks & Emails
How do I cancel my Knack account?
I'm over the storage limit for my account. How do I add more storage or get under the limit?
Need account access or to transfer account access because account owner or colleague left the company
I'm over the record limit for my account. How do I add more records or get under the limit?
Is there an option to pay via invoice, check, wire transfer, or something other than a credit card?
How do I freeze or pause my Knack account?
Where can I find a copy of my receipt or invoice?
How do I add more API calls to my account?
How do I change the favicon for my app?
How do I backup or export my apps and data?
How can I track what users are doing in my app?
How do I remove the "Powered by Knack" logo at the bottom of my app?
How do I give Builder access to a colleague or developer for one of my apps?
How do I white label my app?
How do I copy an app from my account to another account?
How do I show multiple dates on a calendar?
How do I add a logo to my app?
How do I find the most recent date from a connected object?
How do I create a field that always shows today's date?
Can I share or connect data between apps?
How do I create an "If, Then" or conditional equation?
How do I merge my apps, or copy pages, objects, or other app elements between my apps?
The menu isn't showing for my app on mobile devices. How do I fix that?
Is there a way to have new users be automatically logged-in after they register?
How do I bulk upload or import multiple files?
How do I move or copy fields or data from one object to another?
How can I show a customer's payment history if I'm collecting payments through my Knack app and through cash or check?
Is there a way to add a display rule to multiple columns at one time instead of having to update each column individually?
Do I need a separate user role object for my Vendors, Customers, Employees, Contacts, etc?
How can I set up my app so users see only their own data?
Can I combine two date fields into a single date field? For example, combining a start and end date into a single field?
Does Knack offer a service for building apps or have developers I can hire?
How do I bulk upload or import multiple images?
How can I change the color of something in my app?
Is it possible to display more than 100 records at a time on a table, list, or search view?
Can I migrate or transfer data from Zoho, Quickbase, or TrackVia?
Can I add chat or messaging to my app?
Can I sell my Knack apps?
Can I use Knack on mobile devices?
Do you have a sandbox or developer environment?
Can I send SMS or text messages using Knack?
Can I integrate Knack with other data, products, and services?
Can I create invoices and accept payments?
Can I have an app in a language besides English?
Can I email PDFs or other attachments to users with Knack?
Can I add Google Analytics to my Knack app?
Can I migrate my Access, Filemaker, SQL, or other databases?
Can I prototype for others?
Can I customize the look and feel of my Knack pages?
Can I use a barcode or credit card scanner with Knack?
Does Knack offer access to beta features?
How secure is Knack?
Does the signature captured through a signature field constitute a legally binding signature?
Does Knack offer a partner program?
How does Knack work on mobile devices? Is it mobile-friendly? Can users download my apps?
Is Knack GDPR compliant?
Storing sensitive data (credit cards, social security numbers, etc.)
Will Knack sign an NDA (Non-Disclosure Agreement)?
Which browsers do you support?
How do I batch download all of the images and files In my app?
I'm seeing an odd character when importing data. How can I get rid of it?
How do I update existing data using an import?
My import is failing or getting stuck. What do I do?
Can I undo or reverse an import?
I'm having trouble importing into a specific type of field. What can I do?
Some of my fields aren't importing correctly. How can I fix that?
I'm having trouble importing into a connection field. What can I do?
Can I import something other than data? Like objects, pages, views, etc?
My import is taking a long time. Can you take a look?
I'm getting an error when importing. What do I do?
Do the validation rules on fields trigger when importing data?
Can I schedule or automate imports?
Can my users import data from the live app, instead of going through the builder/back-end?
I am importing data for the first time. How do I do that?
Can I import data into more than one object at the same time?
How To Guides
Add Functionality to Your Live App
How To Create Discount Codes
Create an Add To Favorites Feature
How to Access Private Records Without a Login
Accept Payments in a Live App
Manage Your Records
Use an Edit Form to Create Records If They Don't Exist
Track Which User Last Updated a Record
Copy a Record Using Record Rules
Track When Records are Created and Updated
Create a Version History for Records
Use Zapier to Insert Connected Records
Work with Connected Records
How to Show Multiple Fields in Your Connection Drop-Down
Showing Parent-Child Records in the Live App
How to Create Dynamic Dropdowns in Forms
Add Read-Only Fields to a Form
How to Change the Layout of Forms
Create a Multi-Part Form
How to Allow Users to Add New Options in Forms
How to Add Instructions to a Form
How to Customize the Text on a Submit Button
How to Automatically Capture a User’s Location on a Form
How to Use URL Variables to Pre-Populate a Form
How to Add a Map to a Details View
How to Add Connection Links to Views
How to Add Inline Editing to a Table
Create a Print-Friendly Invoice Page
How to Click on an Image to Go to Another Page
How to Add Groupings to a Table
Users & Logins
Force Users to Reset Their Passwords
Save a User's Payment Method
Create a Single Login Page for Multiple User Roles
Add Read-Only Access For Users
Show Records Connected To The Logged-in User's Company Or Other Group
Show Records Connected to the Logged-in User
Create an Admin User Role to View All Records
Workflow & Automations
Add a Pipeline to Your App
Create a Registration Form with Limited Availability
Add Stages to Your App
Store Multiple Images or Files for Individual Records
Use Multiple Image Sources for a Single Image Field
Create a Button or Link that Updates a Field to a Custom Value
Notify a User That an Item is Ready for Review
Add Assignments to Your App
Approve New Records Before Displaying Them
Add Notification & Reminder Emails to Your App
Add Status Indicators to Your App
Logic, Equations & Formulas
Start an Auto Increment Field from Any Number
Display a Message When a Deadline is Approaching
Generate Simple Numeric Barcodes Automatically
How to Set a Random ID
Calculate Age in Years from a Birthday
How To Number Line Items
Show Upcoming Birthdays
How to Extract the Start and End Dates from a Date Field
How to Display Multiple Date Formats Using a Single Date Field
Reports, Queries, and Summaries
Build an Inventory Manager App
Build a Quiz App
Build a Warehouse Manager App
Build a Member Directory
Build an Orders App
Build a Map Directory or Store Locator App
Images & Files
Manage Your Account
Manage Your Account
About Knack Accounts
Account Plans and Billing
Managing Your Apps
Managing Your Account Settings
Sharing Apps with Shared Builders
App Settings: Map Provider
Script Attack Protection: Whitelisted Custom Code Elements and Attributes
Script Attack Protection: Protected Areas
Security & Infrastructure
Security Best Practices
Builder Security Settings for All Knack Plans
Builder Two-Factor Authentication
Table of Contents
- What are Reports?
- Manage Reports
- Report Settings
- Chart Settings
Updated by Danielle Kellogg
- What are Reports?
- Manage Reports
- Report Settings
- Chart Settings
What are Reports?
Reports are views that allow you group the records in your objects and display them as charts or graphs so that you can see trends and compare values based on calculations.
A great example of this can be seen in our Donations Manager template app. In this app you can view a pie chart that displays how much money each event was able to raise compared to all of the money raised as a whole, a pivot table that displays the total amount donated for each event and a line graph that tracks how much was donated on each date.
You can read more about what is possible with reports here.
What do Reports look like in a live app?
Currently, there are five report types available in Knack: Pivot Tables, Pie Charts, Line Charts, Bar Charts, and Area Charts. The following is a summary of the different report types available with Knack:
Pivot tables show calculations based on two groupings, rows and columns:
Pie charts show calculations as percentages of the whole based on a single grouping:
Line charts show calculations as a plotted line based on a single grouping:
Bar charts show calculations as bars based on a single grouping:
Area Charts fill in the area below the data points on a line chart and can help to visual trendlines:
Area charts can be set up in the follow ways under the Report > Layout Tab.
- Basic area chart shows a comparison between spending of each department by displaying the values overlapped on a single plane
- Normal stacked area chart shows how much each department contributed to overall spending, while showing the cumulative spending over time
- Percentage stacked area chart shows the percentage of spending by each department relative to 100% of the total
Adding and deleting report views are managed the same as other view types. To learn how to add and delete report views from your app, see About Views.
Edit Report Views
Editing a report view is slightly different from editing other views. A single report view can contain multiple charts. To edit a report select the pen icon in the page preview, this will allow you to change the title or description or add a new chart to the report view.
Edit Individual Charts
Individual charts can be edited by hovering over that chart in the page preview and clicking the pen icon. This will open the settings for that specific chart, where you can edit the source, how the records will be grouped, add options and filters and manage the layout.
In the report settings you can manage the title and descriptions of the chart grouping or add additional charts to the report view.
Title & Descriptions
Whether adding a new report or editing an existing report, settings will open in the toolbox that will allow you to configure your chart’s settings. This window consists of five tabs: Source, Data, Options, Filters, and Layout & Design.
Source will show you what records will display in your report. You can add source filters for your report here that limit the records that will display in the report.
Note: Source filters do not remove rows from a report; they filter the records being aggregated in each row. So, if you add a data source filter for "Type is Business", excluded business records would still show, the Calculations for those records would just be 0. In order to remove the empty row from view, you would need to enable the exclude empty groups option (see options settings below).
You can read more on using a view’s Source here.
Groupings and calculations
The Data section is where you can determine how your records will be grouped as well as what calculations your report will display. Depending on what report type you select, different options will be available here:
With each report you create, you will need to determine exactly how you want your records to be grouped and what will be calculated for each group. For bar, line and pie charts, you will be presented an option to group the chart and add a calculation:
- How will the chart group the records?
- Bar charts, line charts, and pivot table report types can have one or more groupings. However, pie charts can only have one grouping.
- What will the chart calculate for each group of records?
- Calculations can include a record count or a sum, average, minimum, or maximum of any numeric field. Pivot tables, line and bar charts can include more than one calculation.
Additional groupings and calculations can be added to bar charts, line charts and pivot table report types by selecting the green "+" button next to the current group or calculation.
Knack gives you the option to further filter your groupings when using Connection fields and Date/Time fields.
Clicking the "gear" icon next to the grouping or calculation will open a popup that will allow you to edit the labels for your fields, sort or group your records, filter your records and determine exactly which records you want to show. Options vary, and aren't available across all field types.
Clicking the"options" link on a calculation row will open a similar window that will allow you to filter the values that are used in your calculation.
In pivot tables, you can add both column and row summaries if more than one calculation is used. These can be added in the "Summaries" section of the report editor.
The Options section contains extra features that you can add to further customize your reports.
- Exclude Empty Groups: This will remove groupings with no value (0) from your report.
- Hide Negative Ranges: This will hide negative ranges from your report.
- Click to Expand Group Records: This will allow users to click on your report groupings to open a popup with more details about the grouping.
- Allow Print and Export Options: This will add the Print and Export option to your reports. Please note that this option is not available for pivot tables.
The filters section allows you to control how your users will (or will not) be able to filter the records which are displayed in the chart.
- Don't allow records to be filtered: This will remove the filter option from your report.
- Enable users to filter records: This will give users the ability to add filters to your report. You can choose whether or not you want them to be able to filter based on the fields present in the report or all fields in your object.
- Use a filter menu: This option will allow you to create predesignated filters that users can use to filter records on the page.
Layout & Design
You can further customize the look of your report under the Layout tab:
In the layout section you can:
- Edit the title and description of your report.
- Change the location of the legend.
- Customize the length and the width dimension of your report.
Use Reports in your App
Knack gives you multiple options to view and analyze your data in meaningful ways. To learn more about including reports in your app's workflow, checkout our learn more article Reporting in Knack.
Notes & Troubleshooting
Our reports feature currently does not support calculations for record counts over 10,000 records. You could potentially display more than 10,000 records in a report, but each summation is limited to 10k records for its grouping.
If your source object has over 10,000 records, we advise adding filters to your view source to get the total record count under 10,000.
Read more about using the view source here.
Every report has a grouping limit (the number of "cells" rendered) of 3,000 records. If you see an error when building your report, you will need to add filters to your groups to get the total number below 3,000 groups.
Here is how groupings are calculated:
(# of unique records in each row) * (# of records in columns (if any)) * (# of calculations).
Example: 100 orders and 3 vendors, and you calculate the total number of records AND order total = 100 * 3 * 2 = 600 groupings.
Source filters do not restrict report groupings, as they are applied after the groups render. So, if you need to shave the number of groupings down in order to meet that 10,000 record limit, you will need to filter your report groupings. Filter options for groupings are only available for Connection fields, Multiple Choice fields and Date/Time fields.