Each view is made up of cards arranged in a grid. Cards pull data from your statement data source and render it as a chart, table, or map.
Adding and editing cards
In Edit mode (click Edit in the toolbar), you can:
- Add cards — drag a card type from the sidebar into the grid
- Insert a card between existing cards — hover over any card to reveal + buttons on its left and right edges, then click to choose a card type to insert
- Resize cards — drag the card border
- Reorder cards — drag the grip handle in the card header
- Edit a card — click the pencil icon on the card
- Duplicate a card — open the card menu (⋮) → Duplicate
- Delete a card — open the card menu (⋮) → Delete
- Duplicate a row — open the row menu (⋮) → Duplicate
- Delete a row — open the row menu (⋮) → Delete
While in edit mode, the toolbar shows the name of the view you are editing and displays Save and Cancel buttons. Click Save to persist your changes or Cancel to discard them.
Card types
| Type | Description |
|---|
| Area Chart | Revenue or volume trend over time, filled area |
| Bar Chart | Grouped, stacked, or horizontal comparisons |
| Line Chart | Trend lines over time |
| Pie Chart | Proportional breakdown |
| Table | Paginated data grid with dimensions and metrics |
| Pivot Table | Cross-tabulated grid with row dimensions, a column dimension, and metrics — useful for comparing values across periods or categories |
| Map | Geographic breakdown by territory |
- Left — the card’s Footnote text, if one is configured (e.g. “Breakdown by accounting period”).
- Right — compact indicators showing the configured metrics and dimensions. Hover each to see the full list with aggregation methods and dimension types.
Card properties
When editing a card, the properties panel is organized as follows:
| Section | Description |
|---|
| Title | Optional label shown in the card header |
| Chart Display | Chart type selector and variant (e.g. stacked) — charts only |
| Max height | Controls how tall the card renders (Auto, 200 px – 1200 px, default 400 px) |
| Axes / Dimensions / Metrics | Fields that define what data the card shows |
| Breakdown | (Charts only) Split a metric into series by a dimension — area, bar, and line charts |
| Limit | Maximum rows returned; set to None to return all rows |
| Footnote | A single line of text shown in the bottom-left of the card footer |
Max height
All card types support a Max height setting. Options range from 200 px to 1200 px (default 400 px), plus Auto, which lets the card grow to fit its content. Set this in the card’s properties panel.
Use Auto height for horizontal bar charts or maps where the content height depends on the number of rows or the map’s natural proportions.
