Create a Grid Report Part

Create a Grid Report Part

Adhoc reports can contain multiple report parts. This article will show how to create a Grid report part. Either create a new adhoc report or add this report part to an existing adhoc report.

  1. From the Report Viewer screen, click Edit and select Design.
  2. Either click the orange button labeled Add Report Part or click the plus sign on one of the grey boxes under the Report Body section of the report. 
  3. Select Grid as the report part type. 
  4. Give the report part a Title and Description, if desired. Note - this is the title and description of this grid - not the entire report. 
  5. Drag fields from the list on the left hand side into the Columns box to add columns to your grid. Alternatively, you can click the plus sign icon to select fields to add. As you add field to the Columns box, the data will begin to populate on the right hand side in the Preview section. Change the order of columns by dragging the field to a different position in the Columns box.
  6. Select a field in the Columns box to edit the properties of the field. Alternatively, select the Field Properties tab on the right and select the appropriate field from the dropdown. 
  7. Drag fields from the list to the Separators box to group the data by the values from that field. Drag multiple fields from the list to add layers of grouping. 
  8. Select the Report Part Properties tab on the right to adjust properties for the this report part. 
  9. Click the Save dropdown and select Save.



    • Related Articles

    • Create a Chart Report Part

      Adhoc reports can contain multiple report parts. This article will show how to create a Chart report part. Either create a new adhoc report or add this report part to an existing adhoc report. From the Report Viewer screen, click Edit and select ...

    • Grid View - General Help

      NEXGEN users can use grid view in certain modules to view and search for data across their site. This is a great and highly customizable way to get a bird's-eye view of a large amount of data, which makes this feature especially beneficial for ...

    • Create a New Work Order - Work Order

      Work Orders are records that track maintenance on one or more assets. When creating a work order, you want to fill out as much information as necessary in the Work Order Information zone to give everyone the info they need to complete the work. Work ...

    • Create a Work Order from a Template - Work Order

      Creating work order from a template saves the end user time because the user has less fields to fill in at the time of creating a work order. Work Order templates can be pre-loaded with checklists, notes, assets, resources, and more. Work Order ...

    • Create a Custom Dashboard - General Help

      NEXGEN users have the option to create custom dashboards for the Service Request, Preventive Maintenance, and Work Order modules with unique information for their team members. These allow for information to be displayed that is relevant to ...