Create Reports in Airtable
Here’s a step-by-step tutorial to create reports in Airtable:
- Head over to Automations on the top bar.
- Name your automation and click on Add trigger.
- Select At scheduled time to generate reports at a specific time interval.
- Define Interval type and time for the report capture.
- Head over to Actions. And, click on Add advanced logic or action.
- Select Find Records from the dropdown.
- Select the Table and Views from which you want to pull the data.
- Now, we must attach this to Google Docs or Sheets. So click on Add Advanced Logic or Action again.
- In our case, we are going with the free option, aka Google Sheets.
- Select a Google sheet from your drive.
- You will be taken to your drive to select the sheet file from.
- Go to Row data and click on the plus button to start attaching data.
- Select from Records and Field values to pull data from your table.
- Select the data you want to show in your sheet.
Finally, hit Test Action to check the connection and deploy automation.