How to view, sort, search, and export data in Table Reports
Table Reports allow users to view filtered reports across multiple Workflows for dynamic displays of data.
Accessing Table Reports
Table Reports can be accessed by navigating to Reports > Table Reports using the menu. Note that users will only be able to access Table Reports if they have been given the Table Reports Module Entitlement.
On the Reports > Table Reports page, you will be able to see a list of all the Table Reports in your environment. If there are no Table Reports listed, you may not have been granted access to view Table Reports, or Table Reports may not have been created. Please contact your Administrator for more details.
You can search for the appropriate Table Report from all the Table Reports in your environment by using the search bar.
You can click on the title of the Table Report to view it.
This will take you to the Table Report itself. Every Table Report will have:
- A title. Ideally, this will describe the contents of the Table Report.
- A list of Workflows from which data in the Table Report is pulled.
- A search bar to easily locate specific Records.
- A place where the data in a Table Report can be downloaded in the form of CSV or XLSX files. Note that it can take a few seconds for Table Reports to download.
By default, Table Reports display ten Records on a page. Table Reports can display up to 50 Records at a time. You can change the number of Records displayed on a single page using the pagination drop-down at the bottom of the Table Report.
Interacting with data in Table Reports
Data in a Table Report can be filtered. To create a filter, click on the name of the Field you would like to filter your data on and click Add Filter from the drop-down.
Select the appropriate operator (1) and value (2) for the filter and click + Add Filter.
You can view applied filters under under "Additional Filters."
You can edit, enable/disable, or delete filters by clicking on the gear icon next to the filter.
You can sort data based a Field. Click on the name of the Field and click Sort Ascending or Sort Descending as appropriate from the drop-down.
For guidance on how to create Table Reports and how to create Visual Reports from Table Reports, see Creating a Table Report and Using Table Reports to Filter and Link Workflows for Visual Reports.
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