Configure Custom Report Tables

A Table block shows matching records one row at a time. Use it when staff need to inspect or act on individual records. Each view can contain only one table; add charts or stats for additional summaries.

Choose useful columns

1. Open the report and view, then choose Add Block.
2. Select the record type that should appear once per row.
3. Choose Table.
4. In the block’s Columns control, select fields from the record or navigate through a related record. The available choices depend on your permissions.
5. Remove fields that do not help answer the report question. Drag columns to put the most useful information first.
6. Double-click a column heading to give it a clearer label, such as changing Signed Up On to Joined.
7. 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.

Sort and check results

1. Open Sort on the table.
2. Add a field to sort by and choose ascending or descending order.
3. Add another sort field if you need a tie-breaker, such as sorting by last name and then first name.
4. Review the rows and total record count. Use the table’s page controls to move through results.

Sort and filter fields are also permission- and record-dependent. If a field is not offered, it may not be available for that record type or your role may not have access to it.

Download a CSV

Select Download CSV on the table to export its results. The export follows the table’s configured columns and filters. Treat the downloaded file as school data: store and share it only with people who are allowed to see those records.

Configure row and creation actions

The Actions control can limit which supported record actions appear in the table. Leaving Show all actions selected lets each viewer see the actions their own role permits. You can also configure Create actions for shortcuts that create a new record or open a specified page. See Use Report Actions before enabling actions for a shared report.

Next steps

• Build and test filters
• Add charts or stats
• Choose who can open the report