How do I create a table report?
A table report organizes information into rows and columns. You can create an unlimited number of table reports. Every field in your workflow can be used in the table reports.
Click on Reports from the left menu -> Table Reports -> Create. You can create your own table report by following the four steps:
- Name Your Report:
To create a table report for a specific workflow, enter a name and display name to your report along with the description. It is easy to identify the report when these details are specified.
Enable Ageing to display the following information in the output – Submitted Date, Submitted By, Pending with, Current Status, Currently Pending For, Pending Since Initiate.
You can enable the report by setting the report as active.
2. Add Columns:
Select the columns to display in the table report from the list of columns. These lists of columns comprise the fields used in forms. Select sort by for the specific field to arrange the items in ascending or descending order. Freeze allows a column to lock in place, making it always visible when scrolling vertically or horizontally when displaying the report. You can freeze based on the columns (first one, first two, first three) that you want to make visible at all times.
3. Add Filter Criteria:
Select the columns to filter in your report based on the columns you want to search for the data. It displays only the specific field related values based on the search values entered by the user.
4. Add Conditions:
Add conditions to display the data based on the specified conditions. You may add multiple conditions by clicking the Add condition. When multiple conditions are specified, ensure you use the right operator (and, or).
For instance, imagine if you want to represent the table report of an Employee Onboarding workflow. Name your report and add the columns from the list of columns that needs to display in the table report. If you want to sort the records by auto-id in the ascending order you can set the values in sort by as auto-id show in ascending and freeze the column auto-id by choosing freeze first one column. If you want to search based on the department you can add the column department in filter criteria. If you enter the value as IT in the department search options it shows only the records of the IT department. You can also set the conditions in add conditions. For example, if you set the condition as the department is equal to IT then it shows only the records of the IT department. You can download the table report as a CSV file, export to excel as well as pdf and share the report through email. This scenario is illustrated as shown in the picture below.