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Create Reports in Airtable

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Here’s a step-by-step tutorial to create reports in Airtable: 

  1. Head over to Automations on the top bar.
  2. Name your automation and click on Add trigger.
  3. Select At scheduled time to generate reports at a specific time interval.
  4. Define Interval type and time for the report capture.
  5. Head over to Actions. And, click on Add advanced logic or action.
  6. Select Find Records from the dropdown.
  7. Select the Table and Views from which you want to pull the data.
  8. Now, we must attach this to Google Docs or Sheets. So click on Add Advanced Logic or Action again.
  9. In our case, we are going with the free option, aka Google Sheets.
  10. Select a Google sheet from your drive.
  11. You will be taken to your drive to select the sheet file from.
  12. Go to Row data and click on the plus button to start attaching data.
  13. Select from Records and Field values to pull data from your table.
  14. Select the data you want to show in your sheet.

Finally, hit Test Action to check the connection and deploy automation.

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