Within the Reports module are four sub-sections: Favourite Reports, Suggested Reports, Build Table and Build Chart.
In Build Table, you first need to choose what it is you want to report on; be it Activity, Departments, Users, Risks & Issues, or anything of your choosing. Choose your type and click “Build”. This will take you to the Table Builder, where you hone your Table.
In the Creation page are up to six tools through which you build your Table: Section Title, Report Type, Filter Dates By, Filters, Columns, and Introductory Notes.
Section Title: By default, this will match your Report Type. To Edit, simply click "[Report Type]" next to the pencil icon at the top of the Table Builder, type a new Title, and click away to Save.
Report Type: This will be pre-selected based on what you clicked in the Build Table page, but can be changed in this drop-down menu if you have a change of heart, or when you are building multiple Reports.
Filter Dates By: Depending on the Report Type, a range of options will appear in the clickable drop-down menu. You might be able to filter your Table by Start Date, Due Date, Created or Last Updated.
Filters: You have a whole range of Filters to select from. Clicking the Downwards Arrow next to each Filter Type opens a searchable and scrollable list. Click on the desired Filter to add it, or click the “x” on the applied filter tab to remove it. Select “Clear” to remove all Filters.
Columns: Click “Choose columns” to select what information is visible in your Table. For each Report Type, a default set of columns are pre-selected – you can modify these to your choosing, by selecting or deselecting columns, or dragging them to change the order in which they will be displayed.
Introductory Notes: In this box you can type text which will appear before your Table. [Note: These Introductory Notes are specific to this individual Table section, rather than any collection of Reports you might end up creating. The Title and Summary that you input in the process of Exporting your Report(s) are separate to this.]
Your Table is ready to go! Click “Preview” to load it immediately, or “Add Chart” or "Add Table" to layer multiple Reports first.