Creating a table report

When you create a Table report, you can choose which information to display in what format.

To create a table report:

  1. Select a table from the Table bar.

  2. Click REPORTS & CHARTS to open the reports panel, then click +New.

  3. Select Table and then click Create.

  4. Add a name and description.

  5. In the Reports & Charts panel section, choose which users can view the report, or make it a personal report.

  6. Specify which columns to display in the report. You can use the defaults for this table, or choose Custom columns to select from a list of all available columns, plus choose the order you want either by clicking and dragging column names, or by using the ordering arrows.

  7. To add a calculated column:

    More about columns

  8. In the Filters section, you can customize the data that displays. You can set initial filters to include only relevant data and also define dynamic filters that enable users to change the report display. More about filters.

  9. In the Sorting & Grouping section, set the report sort order and grouping of data using one or more fields.

  10. In the Options section, you can set one or more display and formatting options:

  11. In the Color-Coding section, you can select to add color to report rows based on a formula. More about color-coding.

  12. Click Save at the top of the page.

Related Topics:


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