This guide explains how to use the Tabular Reporting feature to generate and customise reports for Contracts, Planning, and Evaluations. Use these tools to manage data through advanced filtering, sorting, and grouping while saving specific configurations for future use.
Prerequisites
User Roles: You must have the appropriate permissions to access the Contracts, Planning, or Evaluations modules.
Environment: Ensure you are within the specific module dashboard where the report data resides.
Step 1: Select the Form
To begin, you must identify which form you want to report on.
Navigate to the dashboard of the desired module.
Click the View in report builder button.
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Alternatively, access the report via the Reports section of the module dashboard.
Result: The report builder interface will load with your selected form data.
Step 2: Customise Columns
Manage which data fields are visible in your report.
Select Local Columns to add fields directly from the form you are reporting on (e.g., fields from a contract form).
Select Remote Columns to add fields from related forms, such as vendor details, extensions, or variations.
Result: The table will refresh to display the chosen columns.
Step 3: Sort and Filter Data
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Sort: Click a Column Header once for ascending order, twice for descending, and a third time to remove the sort.
You may sort multiple columns simultaneously to create complex organisations, such as sorting by Department and then by Value.
Basic Filter: Use the filter box beneath column headers to find results; these use a "contains" condition by default.
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Advanced Filter: Click the Funnel Icon to select conditions like "is equal to" or "does not contain."
Date and numeric columns provide specific options like date ranges or numerical comparisons.
Result: The data set narrows to match your specific criteria.
Step 4: Group Data
Drag and drop column headers into the grouping bar.
Group by multiple columns if needed (e.g., Department and Assignee).
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Choose whether the grouped data appears Expanded or Collapsed by default.
Result: The report organises rows into nested, manageable categories.
Step 5: Save and Export
Save Profile: Click Save As and enter a name to save your filters, columns, and groupings for future access.
Set Security: Use Profile Security to control view and edit permissions for different user roles.
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Export: Select the Export button and choose a format:
Excel or CSV: Exports data with applied filters and groupings.
PDF: Exports the data table to a single document.
Views PDF: Generates a separate PDF file for every individual result in the report.
Result: Your configuration is saved to the Profile dropdown, and your file is generated.
Additional Features
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Advanced Filtering 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). Appearance Customisation: Apply conditional formatting to highlight rows (e.g., red backgrounds for "Rejected" or "Cancelled" statuses).
Open Records in Pop-Up: View or edit individual records without leaving the report screen.
Troubleshooting
Missing Data: Ensure the correct Remote Form Relationships are defined if remote columns are empty.
Incorrect Sort: Check if multiple columns are sorted; clear all sorts by clicking a header a third time.