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Use Table Reports to Filter and Link Workflows for Visual Reports

Gary
Updated

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.

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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.

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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.

On our Visual Report, all three Risk Levels are displayed.
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However, if you wanted to remove Low Risks, there are no options on the Visual Report page or Visual Report / Edit modal to filter out the data. If you return to the Table Report, you can use a filter to omit the Low Risks.
Screen_Shot_2022-01-21_at_9.42.31_AM.png The filter will then be automatically carried through to display the correct data on your Visual Report.
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Note that the filter will be permanently applied to the Table Report. In order to get all desired Visual Reports, you may need to create multiple Table Reports.

Troubleshooting: Visual report not displaying all records

If your Visual Report is not showing all expected records, the cause is typically related to the field type used or user permissions. Review the scenarios below to identify and resolve the issue.

Pie charts missing records

If a pie chart is not displaying all records, check the field used to generate the chart. Date calculation fields are not supported for pie chart visualizations and will cause records to be excluded or the chart to display incorrectly. Use a non-date-calculation field to build your pie chart.

Table reports missing records

If records are missing from a table report, verify that the user has the correct permissions to view records in the specific workflow steps included in the report. Users without access to a particular workflow step will not see records associated with that step. To resolve this, review and update user permissions for the relevant workflow steps.

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