Editing Tabular Report Profiles
  • 14 Sep 2020
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Editing Tabular Report Profiles

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Saving a Profile

You don’t have to do this right away, but if you want to keep your Tabular Report Profile for later use then you can use the Save button on the Side Panel to update an existing profile that you are editing, or the Save As button to create a new profile from the current one.

Basic Report Configuration

A few quick notes before we get into it.

  • A Tabular Report is a report for one EForm. You’ll need to select the right EForm to report on, otherwise you probably won’t be able to configure the report to your liking.
  • Each field on an EForm has its own name and data type, so you can reference it on a Tabular Report (and other reports, but that’s another story). So when you’re deciding which columns to display in your Tabular Report, you’re going to be selecting from the Data Fields available on the report’s EForm.

In the Side Bar of the Tabular Report page, make sure the “Show Properties” Checkbox is ticked, so you can see the Properties Grid. You’ll see something like this.

Profile Controls

We’ll go through all of these controls in time, but for now let’s talk about the most important one – The Columns Menu. In the “Projection” heading, you’ll see a property called “Columns” which specifies exactly what columns are to be included in the Tabular Report Profile. Clicking the “Choose Columns” button will open the Columns Editor.

Tabular – Report Property

Here you can edit the columns to be displayed in the report, and the order in which they’ll be displayed. Some of the useful controls are:

  • At the top left corner of each Column in the list, you can click and drag to reorder the column into a new position
  • At the top right corner of each Column in the list, you can click the X icon to remove the column from the report.
  • Use the “Name” dropdown to select an EForm Data Field. If you don’t like the name it’s got currently, you can use the textbox next to it to give it a nicer display name.
  • The “Aggregate” dropdown lets you pick an Aggregate Function to be evaluated at the bottom of the report, so you can see the sum of all Contract values for example.
  • The “Width” textbox lets you specify a width in pixels for displaying the column.
  • The “Add Column” button lets you add a new column to the list.
  • The “Add Remote Column”, “Add Remote Link Column” and “Add Advanced Column” buttons have their own special instructions which you can find here . It’s a little more advanced than the information on this article.
  • The “Cancel” button at the bottom right of the window will cancel your changes and close the window. The “Accept” button will apply your changes, but you’ll have to press the “Preview” button in the side bar to see what’s changed on the actual report.

Column Editor

Once you’ve configured your Columns list, it’s a good idea to Save so you can come back to the report later on without having to build it all over again.

Grouping and Sorting

By default, Tabular Reports are ungrouped and sorted by RecordID, which is a great way to find recently-created records. That might not be what you’re after though, so here’s how to change that.

  1. In the Side Bar’s Property Grid, find the headings Grouping and Ordering .
  2. For either control, click the + icon to add a new entry. You can group or sort by multiple fields in the order you add them.
  3. Use the dropdown control that appears to select a Data Field by which to group or sort.
    • If you’re Sorting, you’ll need to select whether the data is being sorted in Ascending or Descending order.
  4. To remove a Group or Sort rule, click the X button below the associated dropdown to remove it.
  5. Save or Preview your profile to confirm that things are working as expected.

Grouping & Sorting

Advanced Features

There are a number of other features available for Tabular Reports, ranging from sub-tables of related data on other forms to special rules for setting result colours and profile security access. All this and more are covered in our other article about Advanced Tabular Reporting.

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