In modern businesses and operations, tracking performance and activity is crucial. Whether you’re managing drivers, deliveries, or any repeatable task, having clear, structured reports saves time, improves accountability, and allows data-driven decisions. Glide makes it possible to build sophisticated reporting systems without writing a single line of code.
In this guide, we’ll explore how to create monthly and daily reports in Glide apps, using Glide Big Tables, relations, rollups, dashboards, and AI assistance. By the end, you’ll have a scalable reporting system for admins and users alike.
Watch the full video tutorial here:
Effective reporting lets you track trends, monitor productivity, and make informed decisions. In apps like delivery tracking or task management, reports can reveal:
Daily workloads and completed tasks
Monthly totals and averages
Performance comparison between team members
Operational bottlenecks
Without structured reporting, insights are delayed, and mistakes can go unnoticed. Glide reports are real-time, giving instant access to up-to-date information without relying on external tools.
Having a solid reporting framework ensures your app provides actionable insights rather than just raw data. It transforms operational data into a tool for better management.
Before building reports, plan your tables and relationships carefully. For this example, we’ll track drivers and trips.
Drivers Table
Include columns for Email (primary identifier), Name, Role (Admin or Driver), Total trips (calculated via rollup), and Notes. Using email as the key identifier ensures data integrity even if drivers leave.
Trips Table
Include Trip ID (row ID or custom), Driver Email (linking to the Drivers table), Date, Destination, Tonnage, and Notes. These fields capture essential data points for accurate reporting.
Clear table planning prevents confusion later and makes rollups, relations, and dashboards much easier to implement.
Trips can accumulate quickly, making Big Tables essential for performance. Big Tables handle millions of rows efficiently, keeping dashboards responsive and analytics real-time.
Implementation steps:
Create a Trip ID column (use Glide’s row ID for simplicity).
Link Driver Email to the Drivers table.
Use relations and rollups to calculate total trips per driver.
Big Tables are crucial for apps that expect growing datasets, ensuring scalability without sacrificing performance.
Different users need different views:
Drivers: Only their trips
Admins: All trips with summaries
In Glide, filter the trips table by Driver Email = Signed-in User Email. Admin views can include all rows with Admin = True.
This setup protects sensitive data while giving admins the oversight they need. Drivers focus on their own performance, and admins can evaluate overall operations effectively.
Forms simplify data entry and ensure consistency. Recommended fields include:
Driver Email (auto-filled)
Date (default to today)
Destination
Tonnage
Notes (optional)
Hiding unnecessary fields streamlines user experience and ensures only relevant data is captured. Accurate forms feed directly into Big Tables, automatically updating dashboards.
Monthly reports summarize activity over a set period. Create a dashboard component and extract Year and Month from trip dates. Relate trips to the monthly summary table and use rollups to calculate:
Total trips
Total tonnage
Admins can quickly assess trends, while drivers can monitor individual performance. Monthly reporting allows teams to identify patterns, plan capacity, and optimize workflows.
Daily reports provide granular insight into operational activity. Steps include:
Extract Day, Month, Year from trip dates.
Create a Dates Table with all days.
Relate trips to Dates Table for aggregation.
Use rollups for total trips and total tonnage per day.
Filters ensure drivers see only their data, while admins maintain full oversight. Daily reporting is vital for managing workloads, identifying anomalies, and planning resources efficiently.
Dashboards turn raw data into visual, actionable insights. Features to include:
Totals, averages, and conditional formatting
Highlight top performers or high-tonnage days
Combine daily and monthly views
Apply visibility conditions based on roles
Custom dashboards make it easy for users to understand key metrics and for admins to act on trends without digging into raw data.
Use multi-relations for linking trips to drivers efficiently.
Hide irrelevant columns for cleaner dashboards.
Aggregate carefully to avoid Big Table limitations.
Test role filters to ensure data visibility is accurate.
Format dates into separate Year, Month, Day columns for grouping and calculations.
Advanced setups provide flexibility, clarity, and accuracy, making the reporting system professional and reliable.
Glide AI Agent can help with:
Generating dummy tables and sample data
Creating skeleton dashboards and forms
Quickly prototyping before manual refinement
While AI speeds up initial setup, rollups, relations, and conditional logic still require manual configuration. This combination allows for rapid development with professional polish.
Once tables, forms, dashboards, and filters are in place:
Drivers see their own trips and totals daily and monthly.
Admins see all trips with aggregated monthly and daily summaries.
Rollups calculate totals and averages automatically.
Dashboards provide visual insights and actionable data.
This structure creates a comprehensive, scalable reporting system suitable for growing apps and complex operations.
Driver Productivity:
Total trips per driver per month
Average tonnage per trip
Peer comparison
Daily Activity Monitoring:
Daily trips per driver
Total tonnage per day
Detect anomalies and optimize planning
Admin Overview:
Monthly and yearly totals for all drivers
Dashboard visualizations for strategic decisions
Exportable metrics for reporting
These examples demonstrate the flexibility and power of Glide reporting for operational insights.
Can drivers see each other’s trips? No, filters restrict access.
Can I calculate monthly tonnage averages? Yes, sum tonnage via rollups and divide by total trips.
What if a driver is added later? Ensure email consistency; dashboards update automatically.
Can AI Agent automate dashboards? AI helps with scaffolding, but formulas and rollups need manual setup.
Understanding these nuances ensures your reports function accurately and efficiently.
By combining Glide tables, Big Tables, rollups, relations, and dashboards, you can build:
Real-time reporting for large datasets
Role-based access for drivers and admins
Daily, monthly, and yearly summaries
Interactive dashboards with actionable insights
Glide allows you to create professional reporting systems without coding, providing clarity, efficiency, and scalability. This approach saves time, improves accountability, and empowers data-driven decisions.
With the right guidance, you can turn your vision into a real, working app — no code needed.
