Grid Report
  • 18 Dec 2023
  • 6 Minutes to read
  • Contributors

    Grid Report


      Article Summary

      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 analyse 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.

      EXAMPLE

      Let's say you run a manufacturing company that produces and sells multiple products. You want to track the sales performance of each product and identify which products are generating the most revenue. Using a grid report, you can create a table that displays the following information for each product:

      • Product name
      • Total units sold
      • Total revenue generated
      • Cost of goods sold (COGS)
      • Gross profit margin (%)

      With a grid report, you can easily compare the sales performance of different products, identify any trends or patterns, and make data-driven decisions about which products to prioritize or discontinue. You can also use filters and sorting options to analyze the data in different ways, such as by sales region, sales rep, or time period. This allows you to gain valuable insights into your business and make informed decisions to drive growth and profitability.

      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.

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      • 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.

      grid

      NOTE
      The grid report name is now prominently displayed at the top, 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.
      U4%20Grid%20Report%20Names%20GIF
      Serial NumberGrid OptionsDescription
      1Report Types drop-downDisplays the list of report types available in Quixy
      2Grid 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.
      Grid Report GIF
      3Group Aggregates & TitleAllows 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.
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      4Fit to gridEnable 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.
      5Show serial numberEnable this option to get consecutive serial numbers to all of the records in the grid report.
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      6Select search columnsTo 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.
      7Data accessThis 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.
      8Hide Grid HeaderAdmins 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.
      new
      9Hide Filter IconAdmins 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.
      10Hide Column Name in GroupingAdmins can utilize this option to hide the column name that is used for grouping and structuring the data. Refer to the GIF below.
      Column Group GIF
      11Load Report by DefaultThe '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.
      12Grouping Arena This is the space where the users drag-and-drop the column headers to group the data.
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      13AlignmentThis 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.

      14Filter 

      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.

      15Export (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: To export the grid report as an Excel.
      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.

      16SortThis option allows you to sort data in the respective columns in an alphabetical order either in A-Z or Z-A.

      17Stack 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.

      18Columns 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.

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      • 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.

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      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.
      6 Grid Aggregates GIF




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