Guide to Tabular Reporting

  • Updated

The Tabular Reporting feature in our system offers flexibility in creating and customizing reports for Contracts, Planning, and Evaluations. This guide covers how to generate, customize, and export reports, along with advanced features like filtering, sorting, grouping, and column management.

Key Features

  • Sort, filter, and group report data.
  • Customize visible columns (local and remote columns).
  • Export reports in Excel, CSV, and PDF formats.
  • Save report configurations as profiles for future use.

1. Getting Started with Reporting

Step 1: Select the Form

To begin creating a report, you must select the form you want to report on. This can be done by clicking the 'View in report builder' button on the dashboard for the module you want to report in:

Or you can access tabular report via the 'Reports' section of the module dashboard:

Step 2: Customize Columns

  • Local Columns: These are columns from the form you’re reporting on. For example, in a contract report, local columns come from the contract form itself.
  • Remote Columns: These allow you to add columns from related forms, - if you are running a report on Contract then details on related forms be information such as vendor details, extensions details, or variation details.

 

2. Sorting and Filtering

Sorting Data

  • Click a column header to sort data in ascending order. Click again to sort in descending order. Clicking a third time removes the sort.
  • Multiple columns can be sorted, allowing for complex data organization. For example, sort by Department, then by Value to group by department and sort by contract value.

 

Filtering Data

  • Use the filter box beneath column headers to filter results. By default, filters use a "contains" condition.
  • Advanced filtering options are available by clicking the funnel icon, allowing conditions like "contains," "does not contain," or "is equal to."
  • Date and numeric columns have filter options appropriate for their data type (e.g., date ranges or numerical comparisons).

 

3. Grouping Data

Drag and drop column headers into the grouping bar to group data. You can:

  • Group by multiple columns (e.g., Department and Assignee).
  • Choose whether grouped data is expanded or collapsed by default.

 

4. Exporting Reports

You can export reports in the following formats:

  • Excel or CSV: Exports data, including any applied filters, sorts, and groupings.
  • PDF: Exports the data table to a PDF document.
  • Views PDF: Exports a PDF file for each result in your report. For example, if the report shows five contracts, this option generates a separate PDF for each contract.

5. Saving Report Configurations

Reports can be saved as Profiles for later use. Profiles save settings like filters, sorting, grouping, and visible columns.

Saving a Report

  1. Click Save As to create a new profile.
  2. Name the report profile for future access.
  3. Access saved profiles from the Profile dropdown.

 

6. Filtering and Grouping Rules

The filter section in the sidebar allows for more sophisticated filtering, distinct from the basic column filters. You can:

  • Add, modify, and group filter criteria.
  • Use advanced query options to apply dynamic filters (e.g., showing contracts expiring in the next 90 days or filtering by the current user).

7. Appearance Customization

You can apply conditional formatting to your reports to highlight specific rows based on their status. For example:

  • Highlight rows where the status is "Rejected" or "Cancelled" by setting custom background and text colors.

8. Additional Features

  • Open Records in Pop-Up: Enables a pop-up view for individual records, allowing users to view or edit records without leaving the report.
  • Profile Security: Control access to saved profiles by setting view and edit permissions for different user roles.

For more information on specific features, check out the following guides: