Tabular Reports

  • Creating a Tabular Report Profile

    You can have as many Tabular Report Profiles for an eForm as you require. Each eForm will have two default profiles, Summary or All Columns, and you cannot change the set...

  • Accessing Tabular Reports

    You can follow the steps below to access your Tabular Report functionality. Click on theĀ EForms tab at the top panel of your screen. This will open up your list of Catego...

  • Exporting Tabular Report

    Nimblex allows users to export a Tabular Report Profile into various formats. Exporting Tabular Report Profile Follow the steps to export a Tabular Report: Select a Profi...

  • Advanced Filtering

    To search for a small number of records in a large list, users can employ a filter. When you define a filter, you are laying out a set of criteria that your results must m...

  • Remote Columns

    Remote Columns refer to columns from a different eForm. Adding a Remote Column Select a Profile [1] that you wish to change or customise. Click the icon in the top left c...

  • Advanced Columns

    Adding an Advanced Column Select a Profile [1] that you wish to change or customise. Click the icon in the top left [2] to open the side panel to view Profile Properties....

  • Link Columns

    Adding a Link Column Select a Profile [1] that you wish to change or customise. Click the icon in the top right [2] to open the side panel to view Profile Properties. Wit...

  • Local Columns

    Local Columns refer to all columns of a context eForm. Adding a Local Column Select a Profile [1] that you wish to change or customise. Click the icon in the top right [2...

  • Grouping (Drilling Down)

    Grouping in a tabular report allows you to view your data by starting with a general category and moving through the hierarchy. You may group the data by fields to any num...

  • Reporting Appearance

    Background Colour Column This control allows users to set the background colour based on the colour value stored on a record. The value can be stored in text (e.g. pink, y...