{"id":14078,"date":"2018-05-08T15:39:14","date_gmt":"2018-05-08T15:39:14","guid":{"rendered":"https:\/\/kb.sambapos.com\/?p=14078"},"modified":"2020-09-30T14:04:11","modified_gmt":"2020-09-30T14:04:11","slug":"9-1-7-custom-report-table-views","status":"publish","type":"post","link":"https:\/\/kb.sambapos.com\/en\/9-1-7-custom-report-table-views\/","title":{"rendered":"9.1.7. Custom Report Table Views"},"content":{"rendered":"

Introduction<\/h2>\n
\n

You can convert a Custom Report to a\u00a0Table View<\/code>\u00a0for more sorting, filtering, grouping or data analyzing features. Adding\u00a0#<\/code>\u00a0char in front of a table name converts report to a table.<\/p>\n

\"\"<\/p>\n

This is a simple custom report that lists tickets in date range. In here it is used this\u00a0Custom Report Template<\/a>\u00a0to generate that report.<\/p>\n\n\n\n
[Tickets:1,1,1,1]
\n>Ticket No|Date|Time|Total Amount {REPORT TICKET DETAILS:T.TicketNumber,T.Date,T.Time,T.TotalAmount}<\/code><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

You can convert this report to a table by adding\u00a0#<\/code>\u00a0in front of table name. So\u00a0[Tickets:1,1,1,1]<\/code>\u00a0line becomes\u00a0[#Tickets:1,1,1,1]<\/code>.<\/p>\n

\"\"<\/p>\n

\n

You can click column headers for sorting or right click on headers for advanced options.<\/p>\n<\/div>\n

Setting Column Types<\/h2>\n
\n

You can see on the screen shots\u00a0Total Amount<\/code>\u00a0column is left aligned. That means our table processes this value as a string value. You can set type of a column by using column type indicators. It will be added\u00a0[C]<\/code>\u00a0in front of Total Amount header to format this value as Currency.<\/p>\n\n\n\n
[Tickets:1,1,1,1]
\n>Ticket No|Date|Time|[C]Total Amount {REPORT TICKET DETAILS:T.TicketNumber,T.Date,T.Time,T.TotalAmount}<\/code><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

You can use\u00a0[N]<\/code>\u00a0to format a column as a\u00a0Numeric<\/code>\u00a0column. Useful for formatting non financial numbers such as quantities.<\/p>\n

\"\"<\/p>\n

\n

Now\u00a0Total Amount<\/code>\u00a0column recognized as a currency column. In further sections it will be seen how to enable total summary footer for that column.<\/p>\n<\/div>\n

Setting Table Height<\/h2>\n
\n

In table view mode you can set a height for the table.<\/p>\n\n\n\n
[#Tickets:1,1,1,1:500]<\/code><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
\n

500 means 500px height. If you do not set a value default value is 300px and if you set it as\u00a00<\/code>\u00a0table will have unlimited height. Table width is determined by report width.<\/p>\n<\/div>\n

Changing & Saving Table Settings<\/h2>\n
\n

You can resize columns, change order, change grouping or change sorting. If you want to store these settings right click on table and click\u00a0Save Settings<\/code>\u00a0command.<\/p>\n

By clicking\u00a0View Editor<\/code>\u00a0commands you can enable advanced editing mode. You’ll find a lot of settings there.<\/p>\n

\"\"<\/p>\n

Here are some useful settings. You can type their name on search box to find them easily.<\/p>\n\n\n\n\n\n\n\n\n\n
ShowSearchPanelMode<\/td>\nDefault-Always-Never<\/td>\nDisplays search panel.<\/td>\n<\/tr>\n
ShowVerticalLines<\/td>\nTrue-False<\/td>\nDisplays Vertical Lines or not.<\/td>\n<\/tr>\n
ShowHorizontalLines<\/td>\nTrue-False<\/td>\nDisplays Horizontal Lines or not.<\/td>\n<\/tr>\n
ShowColumnHeaders<\/td>\nTrue-False<\/td>\nDisplays Column Headers or not.<\/td>\n<\/tr>\n
ShowIndicator<\/td>\nTrue-False<\/td>\nDisplays Row indicator.<\/td>\n<\/tr>\n
AutoWidth<\/td>\nTrue-False<\/td>\nAutomatically fits column widths to table width.<\/td>\n<\/tr>\n
ShowAutoFilterRow<\/td>\nTrue-False<\/td>\nDisplays excel like auto filter row to filter rows.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Formatting Total Summaries<\/h3>\n
\n

When you enable View Editor > ShowTotalSummary setting a footer bar will appear. Right click under\u00a0Total Amount<\/code>\u00a0column and choose\u00a0Sum<\/code>.<\/p>\n

\"\"<\/p>\n

That will display the sum of\u00a0Total Amount<\/code>\u00a0column.<\/p>\n

\"\"<\/p>\n

Click\u00a0Customize<\/code>\u00a0to change how sum value appears.<\/p>\n

\"\"<\/p>\n

Custom Report Widget Settings for Table View<\/h2>\n
\n

It is possible to add this report as a\u00a0Widget<\/a>\u00a0in a\u00a0Custom Entity Screen<\/a>.\u00a0Custom Report Viewer Widget<\/a>\u00a0displays custom reports in entity screens.<\/p>\n

\"\"<\/p>\n

You can use this table for advanced UI customization.<\/p>\n

\"\"<\/p>\n

<\/h3>\n

Setting Mappings<\/h3>\n
\n

Syntax: <setting name>=<table name>.<field no><\/strong><\/p>\n

In\u00a0Setting Mappings<\/code>\u00a0editor you can map table column values to\u00a0Custom Settings<\/a>.\u00a0TICKETNUMBER=Tickets.1<\/code>\u00a0means we can access 1st value of\u00a0Tickets<\/code>\u00a0table (we named it as Tickets inside report template) with\u00a0[:TICKETNUMBER]<\/code>\u00a0tag. As 1st field is in our report template is\u00a0TicketNumber<\/code>,\u00a0TICKETNUMBER<\/code>\u00a0setting becomes selected row’s Ticket Number value as we navigate through rows. You can map multiple values to different settings by adding a separate line for each setting in\u00a0Setting Mappings<\/code>editor.<\/p>\n

Tip;<\/span>\u00a0Field numbers are relative to report template. Changing column orders or visibility through table settings won’t change field numbers.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Introduction You can convert a Custom Report to a\u00a0Table View\u00a0for more sorting, filtering, grouping or data analyzing features. Adding\u00a0#\u00a0char in front of a table name converts report to a table. This is a simple custom report that lists tickets in date range. In here it is used this\u00a0Custom Report Template\u00a0to generate that report. [Tickets:1,1,1,1] >Ticket […]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[],"class_list":["post-14078","post","type-post","status-publish","format-standard","hentry","category-reports"],"_links":{"self":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/14078","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/comments?post=14078"}],"version-history":[{"count":8,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/14078\/revisions"}],"predecessor-version":[{"id":25080,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/14078\/revisions\/25080"}],"wp:attachment":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/media?parent=14078"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/categories?post=14078"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/tags?post=14078"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}