Tabular Report

A Tabular Report organizes a set of fields into columns much like a spreadsheet, with each data source record listed in a row. It may be especially helpful for creating dashboards to present data in a spreadsheet-like format. For instance, in your sales department, you can present the sales transactions by a customer, an item type, or cost.

Note: On mobile devices, Tabular Reports are displayed as Card Reports for better user experience and clearer data presentation. The mobile view shows all the custom actions that you configure for a Tabular Report but it does not reflect any data grouping.

Steps to create Tabular Reports 

1. Select the fields you want to include in the report: 
   
   1. In the upper panel, select the Add elements button. 
   2. Select Reports → Tabular.   
   3. In the Data source panel, select a table or view that will be the primary data source for your DataPart. 
   4. From the Available fields panel, select the fields you want to use in your app. To do that, click the field or drag and drop it into the Selected fields section. You can bulk-add all the fields by clicking the Select all button. 
   5. Optional: If you want to group the records in a Tabular Report by one of the data source fields (for example, customers by their country), drop a field you want to group the records by into Field used to group data (optional).

Note: For record grouping, the following fields are available: Text (255), Number, Integer, Currency, Date/Time, Yes/No, and Formula. 

1. 6. Click Next. 
2. In the Elements panel, arrange the report fields:
   
   1. If a Date/time field is used for data grouping, select that field. Then, on the General tab, in the Data grouping dropdown list, select a type of grouping.
      For example, you can group report data by the day of the month to analyze daily sales trends, identify peak selling days, and track revenue performance over time.
   2. Optional: If you want to add customizable HTML content for descriptive text, links, or graphics to the AppPage, click Add > HTML block and edit the code.
      You can format the content in the visual editor or enter your custom code. HTML block supports data source parameters, authenticated user fields, system parameters, and app parameters.
   3. Optional: Manage the display of fields in the report. You can rearrange the order of fields using drag-and-drop or remove fields.
3. Configure the report fields: 
   
   1. In the General tab, provide a label for a field column. 
   2. Optional: In the Hint field, add a text that should be displayed in a tooltip. 
   3. In the Layout tab, select the field size (column width) and alignment (left, center, or right). For the field size, you can select: 
      • Auto – defines the width of a column by the size of the content inside a field. 
      • Fixed – allows for setting the precise size of the column field width in pixels [1-9999px]. The content of a field will not be visible if it exceeds the set size. 
   4. Click Save.

After creating a Tabular Report, you can modify it by applying additional configurations. Learn more.

Note: You can restrict the visibility of specific records in a report by managing Roles permissions. Learn more