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Understanding table reports in the Classic UI
Who is this article for?
Ideagen EHSQ Enterprise or Decani Users who want to save table reports in the Classic UI
Reporting authorities, roles, and record access controls restrict data visibility.
The Table report is the standard report type within the Classic search Business Intelligence (BI) framework. It’s the most commonly used format and also one of the easiest to create.
In a table report, the different fields are shown as columns. These are arranged in order from left to right based on their position in the columns box. This simple layout makes it easy to understand and interpret, making it a practical choice for users who want clear and efficient reporting.
A useful feature of table reports is the ability to customise the appearance of the columns. Users can adjust the width of the columns by clicking and dragging the lines between the column headings. This makes it easier to present data in a way that highlights important columns while reducing the size of others according to your needs.
This flexibility improves the overall usability of the report, helping it to suit the varied needs of different users.
You can group the Table report output by one or more fields. To do this, just drag the field name(s) you want from the Columns box into the Groups box. Keep in mind that when you include a group field, the report will be sorted alphabetically by the selected group field(s) initially.
To make the reporting experience smoother, you can add the View/Edit field. This allows you to access an object with a single click, which is especially helpful when building a report, as it lets you explore the underlying data directly from the report.
To use this feature, simply add the View/Edit field to the Columns box. As shown in the image above, this field is only available for Table reports.
Table reports can also be customised to show groups and overall totals, giving a clear summary of your data. To turn this on, choose the relevant option from the gear button, where you’ll find several settings to improve the report’s functionality.
Exporting
You can easily export various types of reports using the dedicated export button. This feature lets you choose from a range of commonly used file formats, making it simple to share and access reports on different platforms.
The available export file types include:
- PDF - which is excellent for preserving the document's formatting
- Excel - for data manipulation and analysis
- CSV - a widely used format for data exchange
- Word - suitable for creating editable text documents
- RTF - which supports rich text formatting
- PPT - commonly utilized for creating presentations
With this variety of export options, you can pick the format that best fits your needs, helping to make communication and collaboration easier.