Use Table Reports to Filter and Link Workflows for Visual Reports

How to add filters and display data from linked workflows in your Visual Reports 

This article will walk you through the process of creating a Visual Report from a Table Report. With this feature you have the ability to filter your Visual Reports and pull in data from multiple linked Workflows.  Before building Visual Reports, learn how to create Table Reports and view a Table Report. If you would like more information on Visual Reports and Dashboards you can reference the Getting Started with Dashboards guide.

Create a Visual Report

There are two paths available to create a Visual Report from a Table Report: (1) directly from the Table Report or (2) through the Visual Reports tab. 

Create a Visual Report from the Table Report Page

Navigate to the Table Report you would like to use to build the Visual Report. On the bottom of the page, and click + Add Visual Report. You can then follow steps 3 and on in this article to finish creating your Visual Report.

The Visual Report will then be accessible from either the Visual Reports page or in the Visual Reports section at the bottom of the Table Report.

Filter Visual Reports based on Table Reports

Table Reports included the functionality to filter data; these filters will carry through to Visual Reports made from that Table Report.

Note: All filtering needs to be done at the Table Report level; temporary filters applied on the Table Report by the end-user will not carry through to the Visual Report.

The filter will then be automatically carried through to display the correct data on your Visual Report.

Related Articles

• For guidance on how to create table reports, see our Creating a Table Report article

• For information on how to view, sort, search, and export data in Table Reports, see our Viewing a Table Report article.

• For information on Table Report access and security, see our User Access and Security with Table Reports article.

• For information on using Visual Reports in dashboards, see our Getting Started with Dashboards article