Reporting

Answer the next question yourself

When someone asks how a campaign is progressing, assemble the records and measures into a report your team can open again.

Book a demo Start free

Reporting

Build the report from your records

Point each widget at the record type it should measure.

Outreach overview

Last 28 days

Workspace report · Example data

Emails sent

248

Count · Messages

+18% vs. previous period

Replies

42

Count · Replies

+12% vs. previous period

Open tasks

16

Count · Tasks

Emails sent by week

248 total

Count of sent messages · Grouped by week

Filters per widget

Narrow the source to the records that answer the question.

Charts and records

Put a summary next to the records behind it.

Shared reports

Make a report available to the workspace or keep it private.

In your workflow

Saved configuration

Return to the same definition rather than rebuild a spreadsheet. Use the developer tools to retrieve campaign summaries and reply data. Move between the report and the records your team needs to act on.

Northstar Supplies

Primary contact
Alex Morgan
Service
Logistics
Renewal
September 30, 2026
Annual spend
$24,000

Example custom record

Getting started

  1. 01

    Choose the source

    Point each widget at the record type it should measure.

  2. 02

    Set the measure

    Count records, sum a value or choose another supported aggregation.

  3. 03

    Choose the presentation

    Use KPI tiles, bars, lines, donuts, funnels or a table to make the result legible.

  4. 04

    Arrange the dashboard

    Resize and place widgets on the report grid, then save the view.

18 standard widget kinds, plus related-record widgets

Keep exploring

See how it fits your work

Walk through your records, mailboxes and approval process with the Lineer team.

Book a demo