Creating a table report

Who is this article for?

Enterprise or Decani users and administrators who want to know about data table search and reporting

No special access or permissions are required

Overview

Legacy BI reports are generated through a third-party tool called JasperSoft. This tool presents an opportunity to create reports that contain child-level information.

Searches return new data each time the search is performed and instantly adds relevant information to existing search result displays. The platform's search can be displayed as a Table report in order to organize, analyze, and share information across your organization.

Create a table report

Configure search filters to define the report results
Select a Table report type
Open the Data panel along the left-side navigation bar
Select from the list of Displayed Columns to customize your report.
Select from the list of Grouped By to group report results
Click Save to add the report to My Reports

Once you have saved your search as a Table report you can:

Export the report to Microsoft Excel for further analysis. Exported reports use a flattened format for compatibility
Add the report to a dashboard
Share the report with other users through notifications

Manage a table report

Display columns

Use the Displayed Columns pane to choose which fields appear in the table.

Select or clear the checkboxes next to each field to add or remove columns. Some fields are displayed by default, but you can remove them and add other available fields.

Include object links in Excel exports

Excel exports can include links directly to objects when the Identifier field is included in the report for easy access to the objects. The object link is subject to access requirements such as user roles, reporting authorities, and record access restrictions.

Some applications may use View/Edit instead of Identifier as the field header that displays the object link.

Change column order

Use the up and down screen arrows in the Displayed Columns section to change the column order.

The order of fields in Displayed Columns (top to bottom) determines the order in which columns appear in the table (left to right).

Newly added columns appear on the right side of the table. Use the arrows to reposition them.

Sort table data

By default, table data is sorted by the last updated date and time.

To sort by another field:

Move the pointer over the column heading.
Click the Sort icon once to sort in ascending order.
Click the icon again to sort in descending order.

Apply multi-column sorting

To sort by multiple columns:

Select the first column to sort.
- Click once for ascending order.
- Click twice for descending order.
Hold Ctrl while selecting additional columns.
Continue selecting columns in the order they should be applied.

The report applies sorting in the order that the columns are selected.

Group table settings

Grouping organizes search data by similar values, such as priority, date, or action owner.

To group data, select one or more fields in the Grouped By display settings pane.

The table report creates a group header for each unique value in the selected field. By default, groups are sorted in ascending order.

To change the sort order, click the ascending or descending sort icon next to the field name.

Multi-level grouping

Select multiple fields in the Grouped By selector to create nested groups.

The order of fields in the Grouped By selector determines the grouping hierarchy.

For example, if Field A appears above Field B, the table groups data by Field A first and Field B second.

Each grouping level is sorted in ascending order by default. To change the sort order, click the ascending or descending icon next to the field name.

Date Aggregations

When a date field is added to the Grouped By selector, the table displays individual date values by default.

You can group dates by a broader time period such as:

Week
Month
Quarter
Fiscal quarter
Year
Fiscal year

To change the date aggregation:

Hover over the field name.
Click the three-dot menu.
Select the required date grouping option.

Set the fiscal year

A system administrator configures the fiscal year end month in Area Preferences.

Numeric Aggregations

When a numeric field is added to Displayed Columns, the table displays the Sum aggregation for each group by default. You can apply aggregations to multiple numeric fields within the same group.

To change the aggregation method:

Hover over the field name.
Click the three-dot menu.
Select an aggregation method.

Available aggregation methods include:

None
Sum
Count
Average
Minimum
Maximum
Mean
Standard deviation
Sum of squares

Child-level reporting

Child-level reporting allows you to include related child objects, such as actions, tasks, or related objects, along with their parent objects.

Legacy BI Reporting

Child data is displayed in the Legacy BI reporting tool and supports table and chart reports, allowing related information to be viewed and analyzed together. See Creating a legacy table BI report.

Newly released child-level search layouts

Child-level reporting availability

With release 2.64.4, child data reporting will be made available to new customers as well as existing customers who have completed the search index conversion and are utilizing the redesigned user interface.

As part of this change, child data can be added to both new and existing reports.

Please refer to Unlocking native child data reporting for additional details.

Two table layouts are available for child reporting.

Nested

The Nested layout:

Displays parent objects as rows.
Displays child objects in a sub-table below each parent object.
Preserves the relationship between parent and child data.
Is useful when reviewing related objects in context.

Flattened

The Flattened layout:

Displays each child object as a separate row.
Repeats parent object data for each child object.
Is useful for exporting, filtering, and analysis in external tools such as Microsoft Excel.

Note: PDF export for child reports is not available at this time but scheduled for a future release.

Child-level chart layouts

Child data can be displayed in:

Child data is displayed automatically using the selected visualization type. No additional layout configuration is required.

Overview

Create a table report