Dashboards
KPI cards
KPI cards highlight a single key figure, such as cash balance, monthly revenue, or the number of unpaid invoices. They provide a quick overview and can sit above the more detailed charts and tables in an app. In a custom application, cards can include a comparison with an earlier period-for example, “Monthly revenue: $120K, up 8% from the previous month.” Trend indicators and percentage changes require the relevant comparison data. You can ask Statement to change the metrics, labels, number formatting, comparisons, or arrangement through chat. For example: “Add revenue and cash balance cards at the top, and show revenue’s percentage change from the previous month.” Basic summary tiles show only a label and value; richer comparisons need to be included in the app’s design.
Charts
Statement applications support line and area charts for trends, bar charts for comparisons, and pie or donut charts for breakdowns. They can also include stacked or grouped bars, scatter plots, and more specialized views when the data suits them. Statement chooses the chart based on your request and the available data. Monthly revenue might appear as a line chart, while revenue by subscription plan might use bars. “Trend” and “comparison” describe what the chart communicates, rather than separate chart types. You can request a specific type when creating the app or change it through chat afterward-for example, “Show revenue as a line chart” or “Change the plan breakdown to horizontal bars.” Chart selection is handled through these instructions; there isn’t a standard chart-type selector on every chart.
Tables
Tables show the details behind the headline figures, such as individual transactions, unpaid invoices, or amounts owed by each customer. They can sit alongside KPI cards and charts so you can review both the summary and the supporting records. You can specify the columns and order you need-for example, “Show unpaid invoices with customer name, amount, and due date, ordered by oldest first.” Sorting and search controls can be added to a custom app, but they aren’t included automatically in every table. Request them explicitly-for example, “Add a customer search box and let me sort by amount.” These controls work with the data loaded into the app.
Drill downs
Drilling down means moving from a summary to the details behind it. In Statement, clicking a KPI card or chart does not automatically open the records that make up that figure. You can explore those details through a follow-up request-for example, “Show the invoices behind this revenue figure.” Statement can retrieve the supporting records when they’re available from the selected source. A custom app can also include an interactive detail view when it’s explicitly built into the app. If you want clickable drill-downs, describe the interaction you need, such as “When I select a customer, show their unpaid invoices below.” This depends on the app’s design and the supporting data available.