Who is this article for?

Users who want to create a table or grid report

Reporting authorities, roles, and record access controls restrict data visibility.

Select Table output from the report screen toolbar to show search results in a table format. Once in Table mode a settings pane will appear on the left side of the results. The settings pane controls the structure of the table and allows grouping, sorting, and data aggregation options.

Table Reports

Table reports are one of the most common and useful types of reports. Table reports provide an extra level of functionality and flexibility to achieve exactly the right table structure for optimal usage, viewing, and sharing (for more help sharing these reports see Sharing a Report and Managing Notifications).

• Choose what data to display using the “Displayed Columns” selector within the Settings pane. Add or remove displayed data fields by checking or unchecking the boxes next to each field. Some fields are shown as default, but they can be removed, and others added.

Linking to Objects in Excel Exports
Reports exported to Excel will include links directly back to the object when the Identifier field is included. Other Visualizations might use View/Edit in place of the Identifier field.

• Set column order by clicking the up/down arrows in the “Displayed Columns” area. The order of the fields shown in the Displayed Columns area (top to bottom) is the ordering used in the table (left to right). Displayed columns are added to the right side of the table and can be moved using the arrows.
• Sort data in the table using the Sort icon. By default, the data in the table is displayed by the last updated date/time. To apply custom ordering, place the cursor at the top of the column. A Sort icon will appear. Click the icon once to apply an ascending order using that field. Click it twice to sort by descending order.
• Apply advanced sorting on multiple columns by clicking the first column to sort by (once for ascending, twice for descending). Next, hold down the Control button on the keyboard while clicking additional columns (once or twice each). Holding down Control while clicking additional columns will apply the advanced sort in the order in which the columns are selected.

• Sort indicators appear at the top of each column showing what order data is being sorted in (and whether ascending/descending).

Table Settings
All table settings can be found in the Settings Pane on the left side of the table. The Fields tab contains field and group selectors along with column ordering, group hierarchy, and aggregation grouping methods (e.g., count, sum, average, etc.).

Calculated Date Fields

Additional date fields are included in the Table Report field options. The Day's until Due and Day's Overdue fields are calculated when a module contains a common Due Date field. The Day's Open field is calculated using the common Date Initiated field. Currently, these three aggregated fields are not displayed as numerical field values and are not available as filters, notification triggers, and report grouping options.

Grouping Tables

Grouping tables is a useful way of organizing data in a table. Select a field in the Grouped By selector in the Settings pane to add distinct group headers. Groups are initially sorted in ascending order and can be changed to descending order by clicking the icon next to the field name in the group selector.

Nested or multi-level grouping is applied by selecting more than one field to group by. This grouping is applied in the order of the fields shown in the selector.

Multi-Level Grouping
When Field A and Field B are selected and Field A is above Field B in the Group By selector, grouping will be applied by Field A values first and Field B values second.

All grouping is applied in ascending order using the data values for the selected Group By fields. Order can be switched by clicking the ascending/descending icons next to the field name in the selector.

Date Aggregations

When a date field is used in the Grouped By region dates are shown using their actual values, but it may be more beneficial to group the items by week, month, quarter, fiscal quarter, year or fiscal year. This can be done simply by putting the cursor over the field name and clicking the 3-dot menu to select the desired date format.

Setting The Fiscal Year
The fiscal year end month is set by a system administrator from the Area Preferences screen.

Numeric Aggregations

When a numeric field is added to the "Displayed Columns" list, the numeric field values are summed at the bottom of each group by default. To change the numeric aggregation method put the cursor over the field and click the three-dot menu to select a new aggregation, available options include:

• None (Blank)
• Sum
• Count
• Average
• Minimum
• Maximum
• Mean
• Standard Deviation
• Sum of Squares

Multiple numeric fields can be aggregated per group.
Various aggregations can be performed on multiple numerical attributes simultaneously. By doing so, you can derive meaningful insights and summaries from the data.