How to create a Table Report by selecting Workflows, adding Fields, creating filters
Table Reports allow you to create custom reports combining data from multiple Workflows that you and your users can access.
In order to create a Table Report, you must first be listed as a user for a Role that has the Table Reports Module Entitlement. If you do not have this Entitlement, you will not be able to create Table Reports. Refer to Module Entitlement for Roles to learn more.
Guide to creating a new Table Report
Navigate to Reports > Table Reports using the navigation bar at the top of the screen. This will take you to the Table Reports page, where you will be able to view existing Table Reports and create new ones.
Click + New Table Report.
Selecting a Workflow
You will be prompted to first specify the source of data for the Table Report by selecting the Primary Workflow. The Primary Workflow will determine which Fields can be added to the Report. It will also determine which Secondary Workflows can be selected, which are determined by the Workflows that are mapped to the Primary Workflow.
For the purposes of this article, we will just focus on selecting a Primary Workflow. For details on how to create a Table Report with multiple Workflows, refer to Working with Multiple Workflows in Table Reports.
Once you have selected the required Workflow, click Continue.
Configuring the Table Report in the Report Builder
In the Report Builder, you can add Fields to your report, create filters, and customize other report settings. The first step to setting up your report is to add Fields.
Fields can be added to the Report from the Field Finder.
Fields can be found by selecting the appropriate Workflow (1) selecting between Custom and System Fields (2) and then selecting the appropriate Field itself by clicking the + next to the Field (3). Selecting the Field will add it to the top of the Field Finder. In the example below, the Field Risk ID has been added to the Table Report.
Customizing Table Reports
Once you have added all the appropriate Fields, you can click Customize Table to customize your Table Report.
Here you can take additional actions on each Field. The options available for each Field type will vary slightly, but for most Fields the actions include:
Rename: Rename the Field header by clicking the pencil icon next to the name
- Reorder: Drag and drop the field by clicking on the dots to the left of the Field to reorder the Fields on the Report
- Remove: Remove the Field from the Report
You can also click on the gear icon next to the Field to:
Sort: Sort the Records in the Report based on the Field
Show As Link: Display the Field as a link to the Record
Add Filter: Add a filter on the Field
Remove: Remove the Field from the report
Display: If you have a Calculation Field, you will have the option to display your Calculation labels as values, labels, or both. Note that in order to display labels, they have to be set up. Refer to Creating Calculation Field Labels to learn how to set up your labels.
Filters can be added to the report via the gear next to each Field or by clicking +Add A Filter
This will bring up the Filter Editor that will allow you to select the Field to filter on. The Field does not have to be present in the Table Report for a filter to be applied.
Filter options will vary depending upon the type of Field you are filtering on. In the example below, in order to create a Table Report that only shows high risks, the filter excludes risks that have an Inherent Risk Score equal to or lower than 3.
Once a filter is added, you can click on the gear icon to toggle the filter to be "Flexible." This gives your end-users the ability to toggle the filter off when viewing a Report.
Naming and Saving Your Report
Once you've set up the report to your liking, you can add a title to the Report using the pencil icon in the upper left and click Create Report. Make the title descriptive as the title is the primary way users will be able to identify the Report.
Once your Report has been saved, click X. This will automatically allow you to view the Table Report. To modify the report, you can click Edit Report, which will take you back to the Report Builder.
See Viewing a Table Report for more information on how to view, sort, search, and export data in Table Reports.
See User Access and Security with Table Reports for more information on Table Report access and security.
See Using Table Reports To Filter and Link Workflows for Visual Reports for information on using Table Reports to create Visual Reports
See Advanced Filters for Table Reports for more information on Table Report filters.