In this article, you will learn how to customize the reporting grid so you can manipulate reports to get the data you require in a format that suits you most.
A reporting grid displays reporting data in columns or graphs based on the report you have selected. From the reporting grid you have the power to filter reports, change between grid view and chart view, change date ranges, manipulate columns, save views and more.
Hover over column headers and metrics for quick descriptions of the data presented and solve your questions without leaving the report.
When filtering your reports you need to select the date range you want the report to display data for.
To change the date range, simply select the date selector, then choose from the following options:
- On ... (a particular date)
- Between ... (a particular date range)
- Within the next ... (x days, x weeks, x months)
- Within the last ... (x days, x weeks, x months)
Once you have selected a day, date or date range, select Apply filters for the changes to take affect.
In some reports, you have the option to filter the data further by using the filters at the top of the reporting grid.
For example, you can filter the data in the Detailed Product Sales report by Channel, Device, Product or Product category.
The filters we offer depend on the report you're using.
Booking drill down
Simply click on a booking ID to access our convenient booking side panel to view guest and booking data or to go to the guest's booking record.
This feature will only be available if the report includes booking IDs.
Export reports to CSV & Excel
You can export reports to either CSV or Excel by selecting the download or export options in the top-right corner of the page.
The export will reflect any filters that have been applied to the data.
If you want your export to reflect any groups that have been applied to the data you will need to export to an Excel file.
Add columns to a report
Right-click the grid and choose the columns you want to add or remove columns from the column menu.
Column spacing & reordering
The grid will dynamically resize when you add or remove columns and will add horizontal scrolling and pagination where necessary.
You can manually change the width of each column by clicking and dragging the edge of the column heading. You can also drag and drop column headers to change the order of columns in the report grid.
Choose which columns you want to display by right-clicking on the grid and then select which column you would like to display. If the column already has a tick then it's is already selected.
Simply click and drag column headings to change the order in which they display.
If you want any of these column changes to stick then you will have to create a saved view.
A saved view enables you to save the current state of their report grid including filters, which columns are displayed and their order.
You can save multiple views for the same report. This will save you time adjusting columns and filters for reports that you need to reproduce consistently.
To manage views click the downward-facing arrow next to the name of the report
- If you're saving a new view, click Save View
- If you're editing an existing view, your options are to either rename it, make it your default view or delete it
- If you want to change views select from all the previously created views under the All Views section
Grouping is a feature available on several key reports that enable users to drag and drop group-able columns (those with a diamond icon) to the grouping drop zone to group by that column’s values.
Multiple columns can be added, reordered, and removed by simply dragging and dropping them in the grouping drop zone.
Grouping the reports will enable you to view the data grouped in a collapsable accordion-style dropdown.
If you want these groups export the data with your groups, you will need to export to Excel.
Grid vs Chart view
You can toggle between the grid view and chart view by clicking the grid icon or the chart icon on the top right corner in each report.