View Report Beta

Export entire Airtable views as PDF reports. Generate on demand or schedule recurring reports with automations.

Overview

The View Report feature allows you to export any Airtable view as a formatted PDF table.

Key features:

Access View Report

1. Open the TypeFlow extension in Airtable
2. Click the "Generate Report" or "Automation Report" tab

Generate Report

Use this when you want to generate a report immediately and receive it by email.

Step 1: Select a View

1. Go to the "Generate Report" tab
2. Make sure you're on the correct table in Airtable
3. Select the view you want to export

Step 2: Enter Email

Enter the email address where you want to receive the PDF.

Step 3: Generate

Click "Generate Report". You'll see the progress:

1. "Starting report generation..."
2. "Generating report... (X records)"
3. "Report sent to your@email.com!"

Check your inbox for the PDF attachment.

What's Included

Automation Report

Use this to schedule recurring reports or trigger them from Interface buttons.

How It Works

1. Save a configuration - The extension captures view settings (columns, order)
2. Trigger later - Via URL or automation script
3. Receive PDF - Sent to the configured email

This two-step process exists because Airtable's API doesn't expose view column settings. The extension captures this information when you save.

Create a Configuration

1. Go to "Automation Report" tab
2. Click "+ New Configuration"
3. Fill in the form:

4. Click "Save Configuration"

Get Trigger URL or Script

After saving, click your configuration to see:

• Interface Button URL - For Airtable Interface buttons
• Automation Script - For Airtable Automations

Interface Buttons

Trigger reports from a button in an Airtable Interface.

Step 1: Copy the URL

In your configuration details, copy the Interface Button URL:

https://typeflow-worker.railway.app/api/trigger-view-report/{config_id}?api_key={your_api_key}

Step 2: Add Button to Interface

1. Open your Airtable Interface in edit mode
2. Add a Button element
3. Configure the button:
   • Action: "Go to external URL"
   • URL: Paste the URL you copied
4. Save the Interface

Step 3: Test

Click the button. A new tab opens confirming the report is being generated:

Override Email

Add &email=other@email.com to the URL to send to a different address:

https://typeflow-worker.railway.app/api/trigger-view-report/{config_id}?api_key={key}&email=other@email.com

Airtable Automations

Schedule reports or trigger them based on conditions.

Step 1: Copy the Script

In your configuration details, copy the Automation Script.

Step 2: Create Automation

1. Go to Automations in your Airtable base
2. Click "Create automation"
3. Choose a trigger:

Step 3: Add Script Action

1. Add action: "Run a script"
2. Paste the script:

const response = await fetch('https://typeflow-worker.railway.app/api/generate-from-view', {
    method: 'POST',
    headers: {
        'Content-Type': 'application/json',
        'Authorization': 'Bearer YOUR_API_KEY'
    },
    body: JSON.stringify({
        config_id: 'YOUR_CONFIG_ID'
        // email: 'override@example.com' // Optional
    })
});
const result = await response.json();
console.log(result);

Step 4: Test and Activate

1. Click "Test" to run the automation
2. Check console for { success: true, job_id: "..." }
3. Verify you receive the email
4. Activate the automation

Example: Weekly Report

Managing Configurations

View All Configurations

Go to "Automation Report" tab to see all saved configurations for the current base.

Update a Configuration

If you change your view (add/remove columns), update the configuration:

1. Go to "Automation Report" tab
2. Click "+ New Configuration"
3. Select the same view - it will update the existing config

FAQ

Troubleshooting

Related Articles

• Email Delivery - Configure email delivery for documents
• Variables & Field Mapping - Understanding variables

Need More Help?

• Email: support@typeflow.us
• Chat: Click the chat icon in the app