Step 1: Click on “Interfaces”

In your Airtable base, click on the “Interfaces” tab at the top of the screen.

Step 2: Click on “Start building”

On this page, you have the opportunity to learn more about the page designer.

Once you’re ready to create a report, click the “Start building” button.

Step 4: Connect to a report table

Airtable has an easy to use data fetcher that pulls from any existing data.

Select a report table from your base as a data source for your report, then press “Next”.

Step 5: Add elements to your report

Use the page designer to select elements from the list that you want to display. In this section, you can:

1. Insert powerful charts (e.g., a pie chart, bar chart, and more);
2. Add filters and conditions to the displayed data;
3. Customize the color and font size;

Don't worry if you don't get everything exactly right here. With the page designer, you can create reports and then modify them later on.

Once you’re happy with this first version, click on “Next.”

Step 6: Name your report

Enter your report name in the “Name” field, and press “Finish” to complete the setup!

Step 7: Customize your Airtable Interface Designer report

You now have the first version of your report based on the setup steps we just completed.

Customization in the page designer is relatively easy, thanks to a drag-and-drop interface that doesn’t require technical skills.

To learn how to customize your interface, check out the following steps.

Step 7.1: Add new elements to your report

Add new elements to your report by clicking on the “+ Add element” button in the bottom-left corner of your interface.

From there, you’ll be able to customize the color and add various elements like:

1. Text and font size;
2. Dividers;
3. Buttons;
4. Numbers;
5. Filters and conditions.

Step 7.2: Add a page to your interface

Click on “Add page” in the screen's right panel to add another page to your interface.

This will take you to the same setup process that you started with.

Step 7.3: Preview your report

Click the “Preview” button in the top-left corner to see what your published report will look like.

Note that when you share reports with a free Airtable account, you're also publishing the raw data.

Step 8: Click on “Publish”

Once you’re happy with your report, hit the “Publish” button on the top-right corner!

If you want to send the interface to team members, you'll also have the option to "share report" via link or email.

One of the biggest concerns that users have with the Interface Designer as a report extension is that it has limited permissions and access levels.

If these security functions are a dealbreaker for you, we recommend building your report table in Softr.

Step 1: Log in to Softr

Create a free account or login to your Softr account using your credentials or Google.

Step 2: Click on “New application”

The first step is to create an application on Softr.

Click "New Application" to select a template.

For the sake of this example, let’s start with a template that will give us a great Airtable base to work on, and a corresponding application on Softr.

Step 3: Select a template

You can use the “search” field or browse the available templates.

For this example, we chose to use the Sales KPIs Dashboard.

Step 4: Click on “Use Template”

Let’s get started with our template.

Step 5: Click on “Airtable” as your data source

To link the chart extension with your Airtable data, select Airtable as your data source.

Step 6: Choose your authentication method

You have the choice between using a personal access token or your API key.

Step 7: Click on “Copy base to your Airtable account”

Let's copy this base on our Airtable account.

This will redirect you to Airtable, where you can click “Add base” to complete the initial setup process.

Step 8: Your report is now synced with Airtable data

Changes in the Airtable data will be reflected in your new report.

Step 9: Customize your report

There are plenty of things you can do on Softr to further customize your new report.

Check out the following steps.

Step 9.1: Add new blocks to your report

Your report can be customized with entirely new blocks, either dynamic or statics, including:

1. Forms;
2. Lists;
3. Tables;
4. Charts;
5. Kanban boards;

... and more

To do so, click on “Add block” and select which block you want to add.

Step 9.2: Set permissions for each block

This is one major way Softr's advanced access levels can help you.

By clicking on individual blocks and selecting the “visibility” tab, you are able to determine who should be able to see the content of that bloc.

This is particularly useful for sensitive information for example.

Step 9.3: When ready, click on “Publish” to set your report live

Whenever you’re ready to set your report live into the world, click on “Publish," set your customer domain and/or subdomain and hit “Publish” again.