Tables
Tables
What Is This Report Type?
Data Tables display information in a structured, row-and-column format. They present raw data rows or aggregated summaries in a tabular layout, allowing users to view, sort, filter, and paginate through large datasets with full detail visibility.
Why Is It Used?
Tables are used when users need access to exact values and granular detail rather than visual summaries. They serve as the foundation for detailed analysis, auditing, record lookup, and data export—scenarios where charts would abstract too much information.
Key Features and Characteristics
| Feature | Description |
|---|---|
| Row-Level Detail | Displays every individual record with all selected columns. |
| Sortable Columns | Click any column header to sort data ascending or descending. |
| Pagination | Navigate through large datasets with configurable page sizes. |
| Column Formatting | Number, currency, date, and percentage formatting for each column. |
| Search & Filter | Built-in search and column-level filtering for quick data location. |
When to Use It (Use Cases)
- Financial Records: Viewing detailed transaction logs with amounts, dates, and accounts.
- User Management: Browsing a complete list of registered users with profile details.
- Audit Logs: Reviewing system activity records with timestamps and user actions.
- Inventory Lists: Examining product catalogs with SKUs, quantities, and prices.
Real-Time Business Example
Scenario: A finance team member needs to review all invoices from the past month to reconcile accounts.
Visualization: A Data Table lists every invoice with columns for Invoice Number, Customer Name, Date, Amount, Status (Paid/Pending/Overdue), and Payment Method. The team member sorts by “Status” to group overdue invoices at the top, then filters by “Amount > $10,000” to prioritize high-value reconciliation items.
Common Metrics Displayed
- Transaction Records: Individual sales, payments, or order records with full detail.
- User Lists: Complete user profiles with contact information and activity dates.
- Activity Logs: Timestamped event records for system monitoring and auditing.
- Inventory Items: Product-level data with quantities, prices, and category classifications.
User Interactions
| Interaction | Behavior |
|---|---|
| Sort | Click any column header to sort the data ascending or descending. |
| Filter | Apply column-level filters or use the global search bar to locate specific records. |
| Pagination | Navigate through pages using page controls; adjust page size. |
| Export | Export to Excel. |
| Drill-Down | Click a row to open a detailed view of that specific record. |
Creation Steps
- Select Table as the report type.
- Columns: Add all the data fields you want to display.
- Metrics (Optional): Add specific calculated fields for aggregated summaries.