Tabular reports in boards

 

Tabular reports can be used to display your board’s data in rows and columns, forming a grid similar to a spreadsheet.

Creating a tabular report

1. To create a tabular report, click the Reports button on your board page.
2. Click + Create report and then choose Tabular report.
3. Provide a name for the report and click Create.

   

    

Configuring a tabular report

To configure the report, start by choosing the fields you want to display from the right panel. There are two types of fields to choose from.

• Custom fields. These are fields you created on your board form and are unique to your board.
• System fields. These are system-generated fields that are created by default for a board.
• • Title
  • Created by
  • Modified by
  • Created at
  • Modified at
  • Flow name
  • ID
  • Assignee
  • Status
  • Priority
  • Start date
  • Due date
  • Requester
  • Resolution time

You can choose an unlimited number of fields for your report. You will see a sample set of 10 items in the report preview on the left.

Adding filters

To narrow down specific data in your report, you can add filters. Click the Add advanced filter button to add a filter. Choose the fields you want to filter and enter the conditions.

Click + Add new filter button to add more filters and conditions to the same field. The new condition can be either AND (all conditions must be met) or OR (any one condition must be met).

Sorting

You can set the default sorting of your report. Choose a field, select the order as ascending or descending and then click Done.

Applying styles to tabular reports

For enhanced customization, you can apply the following styles to your tabular reports:

 

Normal state

Header	Background color
	Font size
	Font color
	Font weight
	Icon color
Row	Font size
	Font color
	Font weight
	Line height
	Letter spacing
	Border width
	Border bottom width
Name	Padding

 

Hovered state

Header	Background color
Row	Background color

Actions in tabular reports

Once you have configured and saved your report you can perform the following actions:

• Search. Enter any word in the search box to find relevant items in the report.
• Filter. Click this button to add temporary filters to highlight different items based on the parameters you choose.
• Show/hide fields. Click this button to select which fields you want to display on the current layout.
• Edit. Click this button to make changes to the report. 

If you share a report with someone, they can perform all these actions except editing.