The Report Table Editor web page is set out as shown below. The options available will vary when some parameters are changed.
The screen is split into 3 main sections for configuring the report:
- Table Settings – At the top left of page are the settings that apply to the whole table such as css and the table type.
- Cell Settings – The top right grid allows the individual cell settings to be edited. Cells are selected on the Table Configuration Preview section of the page and users can configure the content of each cell in the Cell Settings section.
- Table Configuration Preview – This is displayed at the bottom of the page and is used to add and delete the rows and columns and select each individual cell to be selected for editing on the Cell Settings grid.
On the top right of the page are four buttons:
New Table, Load Table, and Save as New are only enabled if the user opens the Report Table Editor from the Menu > Reports > Report Table Editor option.
New Table
This button creates a new table with default configuration – the same as when you visit the page for the first time. Before clicking NEW TABLE make sure you have saved any changes you want to keep.
Load Table
To edit an existing table, click on the Load Table located at the top right of the page.
A window will open displaying all currently active Tables and their current usage within Dashboards and Widgets. A single table could be used across many widgets; each will show on a different row. You can filter and sort this listing to help find the right Custom Table.
Clicking on a row will open that table and close the list of tables. Remember to save any amendments if you are switching between tables.
Save Changes
Click on this to save any amendments.
Save as New
Clicking on this option will create a new instance of the custom table. This is a useful tool if you had a report that you wanted to amend whilst maintaining the content of the original report.
The newly saved table will have a new ID that will be displayed in the TableID field.
Delete Table
When a table has been loaded, there is also a Delete Table button, which will remove this table from the Load Table list.
