Saved visual changes in grid reports

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There are 2 types of visual changes you can make to a grid report: structural changes and preferences. Structural changes are only remembered temporarily unless you save them. Preferences are saved automatically and remembered the next time you access the report.

Structural changes

Structural changes involve changing the schema of the report by doing things like:

  • Filtering

  • Sorting

  • Grouping

  • Pinning columns

  • Reordering columns

  • Showing/hiding columns

These changes require you to save the report for them to be remembered permanently. They're indicated by a blue dot on the report’s three-dot More menu icon.

Unsaved structural changes are remembered for 1 report per app at a time. For example, they are remembered if you:

  • View a record in the report and come back

  • Go to a different report in the same app, do not make any structural changes to it, and come back

  • Go to a different report in a different app, make (or don’t make) structural changes, and come back

Unsaved structural changes will clear if you:

  • Make changes to another report

  • Select the report from the reports panel (which essentially displays a fresh copy of the report)

  • Select the table name from the sidebar while in the table dashboard  (which also displays a fresh copy of the report)

  • Select Revert report from the report’s three-dot More menu

Preference changes

Preference changes involve making adjustments to your particular view of the report. They involve overriding default builder settings to make adjustments to things like:

  • UI spacing

  • Column width

  • Row height

These changes are automatically remembered for your own particular view of the report. If you leave the report and come back to this report next time, these adjustments will still be there as you left them.