Configure Custom Report Tables
Choose useful columns
Open the report and view, then choose Add Block.
Select the record type that should appear once per row.
Choose Table.
In the block’s Columns control, select fields from the record or navigate through a
related record. The available choices depend on your permissions.
Remove fields that do not help answer the report question. Drag columns to put the most
useful information first.
Double-click a column heading to give it a clearer label, such as changing Signed Up On
to Joined.
Open Filter to limit the rows. See Build Filters.
For a New Members This Month table, choose Member records, add First Name,
Last Name, Email, Member Type, and Signed Up On, then filter Signed Up On to
the current month. A staff member can scan the names and contact details without opening
each profile.
You can also select information from related records. For example, a membership-based table
can include a related program or level when those fields are available to you. Some related
data represents multiple records; the picker may offer a list or a count instead of one value.
Choose the display that makes sense for the question, and avoid treating a list of related
items as if each item were its own row.

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