Creating a tabular report
Tabular reports can be used to display your data in rows and columns, forming a grid similar to a spreadsheet.
Creating a tabular report
- To create a tabular report, click Reports in the upper-right corner of the process page.
- Click + Create report and choose Tabular report.
- Provide a name for the report and click Create.
Configuring the report
You can configure your report by choosing the fields to be displayed, applying filters, and sorting the field values accordingly.
Under Columns, you can choose the fields to be displayed in the report. There are three types of fields you get to choose from this dropdown:
- Process fields - The new fields created exclusively for your process using the form builder
- System fields - The predefined fields that are common and available across all the processes in Kissflow
- Name - The item’s name
- Created by - The user who created the item
- Modified by - The user who modified the item recently
- Created at - The time at which the item was created
- Modified at - The time at which the form was last modified
- Flow name - The name of the flow
- Current step - The step the item is currently in
- Currently assigned to - The user currently assigned to the step; this field will be empty if the workflow is completed
- Status - The status of the item
- Workflow fields - These are the steps you created in your workflow. The field will display when a step was completed, who completed it, the current status, and if the deadline was crossed.
You can choose any number of fields from the Columns dropdown for your report. You will see a sample set of 10 items in the report preview.
Column width, ordering
Resize the column width by placing the cursor on the edge of the column and then dragging it to the length you want. You can also drag and drop the fields to reorder them.
You can add filters based on a condition in your report.
- Click the Add advanced filter button under the Filters section
- Click the + Add a filter button
- Select the field you want to filter from the Select field dropdown
- Choose a relevant operator that matches your condition and the selected field from the Operator dropdown
- Select a relevant value or field to compare the chosen report field with.
- Click the Add a condition link to create as many conditions as you want.
- The AND operator checks whether all the given conditions are met
- The OR operator checks whether at least one condition is met
- Click + Add new filter to add conditions for another field. Repeat the steps you just followed to set the filter criteria of a report field above.
- Click Apply to view the results of your created filters.
The results must match all the filters you created. Click the ‘close’ icon to delete a filter and the ‘minus’ symbol to remove a specific condition from your filter.
You can set the default sorting of your report.
- Select a field based on which the data in the report has to be sorted
- Select Ascending or Descending based on your preference
- Click Save
Applying styles to tabular reports
For enhanced customization, you can apply the following styles to your tabular reports:
|Border bottom width
Actions in tabular reports
Once you have configured and saved your report you can perform the following actions:
- Search - Enter any word in the search box to find relevant items in the report.
- Filter - Click this button to add temporary filters to highlight different items based on the parameters you choose.
- Show/hide fields - Click this button to select which fields you want to display on the current layout.
- Edit - Click this button to make changes to the report.
If you share a report with someone, they can perform all these actions except editing.