Claribase

Module 3 – Airtable Reporting and Third Party Tools

Airtable Mastery

Module 3 – Airtable Reporting and Third Party Tools

Module 3 of Claribase’s Airtable Mastery Course is an in-depth look into Airtable Reporting and Third-Party Tools. First, we begin with reporting techniques within Airtable – covering essential tools like rollup fields, pivot tables, and creating quarterly and annual reports. We then shift focus to integrating third-party tools such as Stacker, Pory, and MiniExtensions, offering live demos, use cases, and insights into pricing. Additionally, this module covers enhancing reporting through Airtable interfaces, with practical examples of common use cases, and guidance on building custom dashboards and forms.
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The third module of the Airtable Mastery Course: Airtable Reporting and Third Party Tools, focuses on setting up robust reporting systems within Airtable, and exploring third party tools that can extend and enhance your Airtable base.

Key topics include:

  • Understanding reporting needs
  • Rollup fields for reporting
  • Pivot tables and advanced reporting tools
  • Third party tools – Stacker, Pory, MiniExtensions, and On2Air

Example lessons from this module include:

  1. Reporting Interfaces and Understanding your Needs
  2. Quarterly and Annual Reporting
  3. Third Party Tools
  4. Interface Design & Common Use Cases

At the end of this module, users will feel confident setting up comprehensive reporting systems within Airtable and utilizing third-party tools to extend the functionality of their bases. They’ll have a solid understanding of how to organize data with rollup fields, pivot tables, and customized reports, and be able to create clear and actionable insights. Additionally, by exploring integrations with tools like Stacker, Pory, and MiniExtensions, users will be equipped to enhance their reporting capabilities and design interactive interfaces, dashboards, and forms tailored to their specific Airtable use case.

Please Note: The Airtable Mastery Course was filmed in 2022, and some features—particularly in the interface designer—have since been updated. We have kept the course in its original form, as the foundational principles of building interfaces remain consistent, but where necessary, we recommend consulting Airtable’s latest documentation or tutorials to stay up-to-date with new features and interface changes.

Course Content

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Reporting
Third Party Tools
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Airtable Interfaces
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