Grid Report

A Grid Report presents data in a tabular view, where each column represents a field and each row represents a record. It resembles a spreadsheet. Grid reports are commonly used to view and analyze large amounts of data, as they allow users to sort, filter, group, and aggregate data in various ways to gain insights and make informed decisions.

How to create a Grid report?

Creating a grid report is simple, yet it is loaded with considerable options to play with the data, such as Aggregates, Data Access, Serial Numbers, and so on, to obtain the desired output of data visibility to fit the business needs.

• On the report-type selection (Create Report) page, select the Grid as option, fill-in the particulars and click Next.
• On the grid report configuration page, you can see the data fields of the data source that is being used to create the grid report.
• Along with the data, the options offered in the grid report are shown below.
  IMPORTANT

  Addition to these feature, Data access filters in Quixy let you decide what data people can see. With No Restrict, they see everything in a table. With Restrict as per data, they only see what matches the filter and any other access rules you set.
  

NOTE

The name of the grid report is prominently displayed at the top of the sheet, addressing the previous issue of names being invisible in a gray area. The names are now presented in bold and a larger font, ensuring clear identification when exporting to Excel, PDF, or sharing via Email or Whatsapp.

Serial Number	Grid Options	Description
1	Report Types drop-down	Displays the list of report types available in Quixy
2	Grid Actions drop-down (Dedicated for End-users)	Displays a list of actions as given below which admin can provide to the end-users to do more with the grid report. Copy to Clipboard: Allows the end-user to take a copy of the data along with its column headers and paste it either in Excel, Note pad, Word, etc. Excel Export: To export the grid report as an Excel. PDF Export: To export the grid report as a PDF. Column Chooser: Provides the end-user the liberty to select which column headers should appear in the grid report from a list of all available column headers. Enable Grouping: Allows the end-users to structure and get a hierarchical view of data. For example, in a Purchase Order report, columns might be grouped by Item Number or region, allowing users to quickly compare and analyze purchase data. Refer to the GIF below.
3	Group Aggregates & Title	Allows you to get the desired calculations on the data by enabling this option. For numerical data, obtain calculations such as Count, Sum, Min, Max, and Average. Obtain the record count for rest. By enabling the Show Aggregates Title option, the exported sheets like Excel and PDF will display the name of the calculation along with its corresponding value.
4	Fit to grid	Enable this option to automatically adjust the column widths of all data columns in a grid report to be even, regardless of how many columns are available or selected.
5	Show serial number	Enable this option to get consecutive serial numbers to all of the records in the grid report.
6	Select search columns	To optimize the global search to obtain faster search results. Select the desired columns available in the grid report so that the platform will only search through them when looking for requested data.
7	Data access	This option lets admins give a specific user access to their own data and restrict access to the data that other users have added to the grid report. Employee Email, Employee Code, and Company Name are My Profile- User Detail fields.
8	Hide Grid Header	Admins can utilize this option to hide the column headers within a grid report. This feature can be particularly valuable when displaying the grid report in various locations, such as a document report or an application, where grid records are more meaningful without the headers. See the document report below for an example.
9	Hide Filter Icon	Admins can utilize this option to hide the filter icon within a grid report which limits the user's ability to filter the data displayed in the report.

10	Hide Column Name in Grouping	Admins can utilize this option to hide the column name that is used for grouping and structuring the data. Refer to the GIF below.
11	Load Report by Default	The Load Report By Default option works in conjunction with the Quick Filters feature and allows you to have more control over how data is displayed in your grid reports. Enabling this option will automatically show quick filtered data to end-users when they open the report, while disabling it will hide the data and require end-users to adjust the quick filters to their desired values and click on the search button to display the intended data. With this option, you can ensure that end-users only see the most relevant data.
12	Grouping Arena	This is the space where the users drag-and-drop the column headers to group the data.
13	Alignment	This option will allow you to take control over the alignment of the list view headers or data, which can be Left, Right, or Center for each column.
14	Filter	Admins can use this option to add filters to a grid report. These filters will be set up in advance for end-users, but the admins can choose to make them editable. This means that users can modify or remove the pre-defined filters, or add new ones on top of them. Admins can also enable Quick Filters, which makes it easier for users to access the pre-defined filters on the report.
15	Export (Dedicated for Admins)	This option has the list of options as given below to export the data available in the grid report in various forms for admins use. Copy to Clipboard: Allows the end-user to take a copy of the data along with its column headers and paste it either in Excel, Note pad, Word, etc. Excel Export: Admins have the option to download the complete Report into a single sheet or into separate sheets in an Excel workbook. For exporting to multiple sheets, simply select a data column for grouping, and the platform will automatically group related records with matching values into separate sheets. To export to a single sheet, click on the "export to single sheet" option, and all the data will be exported to a single sheet. PDF Export: To export the grid report as a PDF. Export Settings: This option allows you to configure the Page Size, Orientation, and Scaling options for grid reports. These settings determine how the report will look when it's exported by you or the end-users, and can help ensure that the report is easy to read and understand.
16	Sort	This option allows you to sort data in the respective columns in an alphabetical order either in A-Z or Z-A.
17	Stack Headers	This option allows you to stack your report headers up to three levels, providing a more organized and user-friendly display of your data. Group the related headers together and present data in a hierarchical format. This makes it easier to understand and analyze complex data sets, and provides a more intuitive way to navigate your reports.
18	Columns drop-down	This drop-down menu displays all the data columns that are available in the data source that you have used to create the grid report. You can select the columns that you want to include in the report and remove the ones that are not necessary.

• Simply click the Save option to finish the grid report creation, and the report will be available for ready reference. However, the grid data can be altered in a variety of ways to meet business requirements, as detailed later in the article.

NOTE

You can also create a consolidated view of aggregates at the Column level by grouping the data by your column's choice and enabling the Show Aggregates option on the Grid reports. Choose suitable aggregate options for your data columns to view insightful information.