Creating a Table

Tables display detailed information in a readable format. The fields included in a data set are automatically available as columns in a table.

Before You Begin

• Add a Data Set

• To build and deploy reports, your CommCell user account requires a role with the Add Report permission and an association with the CommCell entity. With the Add Report permission, you will be able to edit or delete any report that you create. If you want to be able to edit or delete reports created by other users, you must have a role with the Edit Report and Delete Report permissions.

  For more information on users, permissions, and associations, see User Administration and Security - Overview.

Procedure

1. On Web Console, click Reports.

   The Reports page appears.

2. To open a report where you have already added a data set, from the navigation pane, click Configuration > Reports, and next to the Report Name under Actions, click Edit.

3. Optional: If your report has multiple pages, click the tab for the page that you want to edit.

4. To add a data table, on the Visualization tab, drag Data Table into the Drop components to build the report box.

   • To add columns to the table, from the Data Sets list, drag data field names to the Data Table in the order that you want the columns to appear.

     You can add columns from only one data source per table. If you want to include columns from another data source, you must create a separate table.

     

5. To add a pivot table, drag Pivot Table into the Drop components to build the report box.

   1. From the Data Sets list, drag a field name into the Drop Pivot Row box.

      This field becomes the first column in the table, after you drag a field into the Drop Pivot Column box.

   2. Drag a field name into the Drop Pivot Column box.

      By default, the Drop Pivot cell box will display a count of the field that you selected for the Drop Pivot Column.

   3. If you want to configure something other than default, delete the Drop Pivot cell selection, and from the Data Sets list, drag another field name to the Drop Pivot cell box.

6. Select the table, on the Properties tab, click General , and then configure any of the table settings.

   The following table lists the properties you can change:

   Goal	Perform Action Under General
   Enter a label for the table	In the Title box, type a name for the table.
   Specify a new ID for the table	In the ID box, type a new identifier for the table.
   Display all columns in the table	Set Include All Columns to On.
   Hide the alert button in the table, so that report end users cannot set alerts based on the table data	Set Hide Alert to On.
   Add one or more buttons to the report.	Set Enable Button Panel to On. For instructions on configuring buttons, see Configuring Buttons in Reports.
   Add the ability to select one row.	Set Enable Row Selection to On. Appears when you set Enable Button Panel to On.
   Add the ability to select more than one row.	Set Enable Multiple Row Selection to On. Appears when you set Enable Row Selection to On.
   Hide the table title.	Set Hide Header to On.
   Set the table rows to automatically adjust to the size of text in the row.	Set Auto Grow Height to On.
   Create a custom row template.	Set Custom Row Template to On, and then enter code in the Row Template box.
   Select who can view the component	From the Visible list, select any one of the following options: All: To allow everyone see the component, select this option. CommCell Admin: To allow only CommCell administrators see the component, select this option. Tenant Admin: To allow only only tenant administrators see the component, select this option. Custom: To allow users see the report based on the permissions, select this option, then in the Visible Expression box, enter a JavaScript statement. For example, to allow MSP users see the component, in the Visible Expression box, enter := return cv.isMspUser.

7. To set up default sorting for the table, on the Properties tab, click Fields .

   1. Next to Sorting, click Add Sorting ,

   2. Select a column from the list, and then select Asc for ascending order or Desc for descending order.

      

8. To configure the settings under Columns, see Configuring Columns.

9. Optional: Complete any of the following tasks:

   • Display filtering options by default. Select the table, and then click Filter columns .

   • Configure the settings on the Custom Code tab. For instructions, see Configuring Custom Code and Custom Styles for Reports.

10. To save this version of the table, at the top of the Report Builder page, click Save.