1. Resolver Core
  2. Administration
  3. Administration Overview
  4. Views
  5. Data Visualizations
  6. Reports

Adding a Table to a Report

Updated

Article Content

Overview
User Account Requirements
Related Information/Setup
Navigation
Adding a Table to a Report

Overview

Administrators can add tables to reports within Resolver. Tables display data in text form that can also be exported to Microsoft Word or Excel.

User Account Requirements

The user account you use to log into Resolver must have Administrator permissions to access Data Visualizations.

Related Information/Setup

Please refer to the Add a View article for further information on exporting table data from a View.

Please refer to the Views Over article for more information regarding Views.

Please refer to the Workflow Permissions article for more information on role permissions.

Please refer to the Add Parameters to a Report article for more information on report parameters. 

Please refer to the Properties on Forms article for more information on table properties.

Please refer to the References on Object Types article for more information on references.

Please refer to the Views Overview and Create a Report View articles for more information on adding a report to a report view.

Navigation

  1. From the Home screen, click the Administration icon.

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Administration Icon

  1. From the Administrator settings menu, click Admin Overview. 

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Administrator Settings Menu

  1. From the Admin Overview screen, click the Data Visualizations tile under the Views section.

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Data Visualizations Tile

  1. On the Data Visualizations screen, from the list of data visualizations, click the report that you want to add a table to.

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List of Data Visualizations/em

Adding a Table to a Report

  1. From the Edit Report screen, click the Expand icon next to Display under the Elements section.

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Expand Icon

  1. (Optional): Click the Free Form Text tile and drag and drop it on the Report Canvas. The Free Form Text tile will allow you to create a table header.

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Free Form Text Tile

Note:
If you already have report elements on your Report Canvas, new report elements will appear at the bottom of the canvas.
  1. Hover over the Free Form Text element and select the Edit icon.

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Edit Icon

  1. From the Edit Free Form Text pop-up, enter a table name and description in the Content field.
    • Click the Expand button beside Basic Markdown Formatting to use Markdown to add additional formatting to the text.
    • Click the Done button to save your changes.

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Edit Free Form Text Pop-Up

  1. To add a table to a report, drag and drop the Table tile onto the Report Canvas.

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Table Tile

  1. From the Add Table pop-up, select a data definition from the Select a data series drop-down menu. The data definition selected will determine the object types available to display in the table.
    • Click the Done button to save your changes.

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Add Table Pop-Up

  1. From the Edit Table pop-up, on the Data Type tab, the Select All checkbox is enabled by default, automatically selecting all data types. Deselecting the Select All checkbox will allow you to choose select data types as opposed to all data types.

    Select the data types to display by clicking on a data type and placing a checkmark next to the selected data type.
    • Selecting Library Data will include object type data, while selecting an Assessment Type will include the assessment name and workflow state.

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Edit Table Pop-up

  1. The following data can appear in a table:
    • Properties: Object type properties include Name, Unique ID, or Location (If an address is not available, coordinates are displayed. Map rendering is not supported). For more information, please refer to the Properties on Forms article.
    • Fields: An object's field value includes plan or rich text, numeric, date and time, select list, attachments, and formulas. 
    • Relationships: The object's relationship name indicates that two or more objects are connected together through object types on an object type group added to a relationship on another object type.
    • References: The object's reference name indicates an object is connected to another object through a relationship. Unnamed references will be hidden from the tables to avoid confusion; however, if a reference name is removed from a table after being added as a table column. In that case, the relationship name will be displayed for the reference in the Edit Table configuration, and Unresolved Reference will be used as the table column header. For more information, please refer to the References on Object Types article.
    • Workflow State: The object's current workflow state is the various stages of the data collection process (e.g., Create, Triage, Review, Investigate, Close).
    • Roles: The users added to an object. User names must be added to a form on the Role field to appear within this column.
    • Assessment Name/Workflow State: The name of the related assessment and its workflow state.
  1. From the Columns tab, select a relationship from the Select a Relationship drop-down menu. The relationship selected controls the data that appears on the Select Data drop-down menu.

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Select a Relationship Drop-Down

  1. From the Select Data section, click on a property, workflow state, field, formula, relationship, reference, or role to add the information to the table using a data column.
    • (Optional): Enter a keyword in the Search field to narrow your search.
    • (Optional): Deselect a column element (field, workflow state, etc.) to remove the column from the table.

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Select Data Section

  1. From the Sort Columns section, you can drag columns into the order you wish for them to appear on the table.
    • (Optional): Click the Reorder icon to rearrange the columns on the table.
    • (Optional): Click the Remove icon to remove a column from the table.

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Sort Columns Section

  1. (Optional): From the Default Sort By drop-down menu, choose which column you want to have the table default sort by.
    • (Optional): Select Ascending or Descending to choose which sort order the columns will appear as.

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Default Sort By Drop-down

  1. (Optional): Select the Show SUM totals for all numeric columns checkbox to display the total value of all numeric fields on the table.

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Show SUM Totals for all Numeric Columns Checkbox

  1. (Optional): Select a Display radio button. Please refer to the table below for an example of each of these options. 

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Display Radio Buttons

Radio Button Name Description Example
Display colored cells

The Display colored cells radio button displays formulas or select list cells with text and full background color.
Display colored ovals The Display colored ovals radio button displays formulas or select list cells as text with colored circle background.

Display no color

 The Display no color radio button displays formulas or select list cells as text with no background.
  1. From the Define Custom Forms section, select a default form from the drop-down menu. The form selected will appear when a user clicks on the table data. Choosing Default will display the form on the user's role permissions for the object type.

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Define Custom Forms Section

  1. From the Parameters tab, select a relationship from the Select a Relationship drop-down menu. The relationship selected controls the data that appears on the Select Data dropdown menu.

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Select a Relationship Drop-down

  1. Users can apply parameters that use workflow states, formula ranges, select list options, or roles to filter what data is displayed on the table. Parameters can be applied to a table using relationships saved to the table’s data definition but not references.
Note:
Tables with more than 10,000 data rows will not load correctly. Resolver recommends that filters or parameters are applied to filter the data and prevent errors.
  1. Under the Define Parameters section, enter parameters in the following field types to filter the data displayed in the Table:
    • By Workflow State:  Filter the table data by the various workflow state stages (e.g., Create, Triage, Review, Investigate, Close).
    • By Select List Values: Filter the table data by select list values. A select list is a field type that allows users to select one or more options (e.g., drop-down menu).
    • By Formula Range: Filter the table data by formula range (e.g., Low, Medium, High). A formula uses numeric and variable values (e.g., select lists, numeric or date fields, or workflow states) to generate Incident Severity, Estimated Damage, or Incident Likelihood. Formulas are added to an object type through a relationship or reference.
    • By Current Users: Filter the table data by user or user group. When one or more user groups are selected, only users within those roles can view the data in the table. This feature is useful to create customized reports for specific users. The object types in the table's data series determines the available roles.
    • By Date and Time: Filter the table data by date and time range. All date-related options filter data in UTC (Universal Time Coordinated). Resolver recommends a date parameter to refine large data sets for improved report performance. Options include: 
      • Today: Show data from today's date only. 
      • Last [X] Days: Show data within the last 30, 60, 90, or 180 days relative to today.
      • Custom: Shows data within the dates selected in the From and To fields. The table will include objects up to the end of that date.
    • By Created On/Modified On: Filter the table data by Created On/Modified On Date. All date-related options filter data in UTC. Resolver recommends a date parameter to refine large data sets for improved report performance. Options include: 
      • Today: Show data from today's date only. 
      • Last [X] Days: Show data within the last 30, 60, 90, or 180 days relative to today.
      • Custom: Shows data within the dates selected in the From and To fields. The table will include objects up to the end of that date.

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Define Parameter Fields

  1. (Optional): Select the Show SUM totals for all numeric columns checkbox to display the total value of all numeric fields on the table.

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Show Sum Totals for all Numeric Columns Checkbox

  1. Click the Done button to close the Edit Table pop-up.

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Done Button

  1. When you are done adding elements and configuring your report, you must add it to a report view to make it available to end-users. See the Views Overview and Create a Report View articles for more information.
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