The diagram below illustrates the different configuration options for your table layout: 

1
Fields—Select fields from your data source to use in your Report Data and Row Detail tables. You can drag and drop fields into the table configuration options, or select the Add FieldAdd/Create button in the field's box to open a dropdown menu of options, such as Add as Row Group. 

The SearchSearch icon indicates the field is a lookup on another application's data. You can select multiple fields from that application, or use the dropdown arrow to view additional related fields which may be available for your report. For example, a Company lookup field that points to the Directory application provides fields like Company and Org Unit Number to use in your report. 

Expand Date and Date Time fields to add more granular components of the stored Date values to your report. For example, you could show just the Month or Year from the stored Date value, rather than the entire date.

2

Table configuration options:

  • Columns—Dictates the columns in the Row Details table. Values in the detail table are records that contribute to aggregated values found in the Report Data table.
  • Group Rows—Dictates the rows in the Report Data table. Each row is a unique values of the selected field found in the data source. Optionally, select a hierarchy in this section to add it to the Report Data table. 
  • Pivot—Groups data in the Report Data table into columns. Each column is a unique values of the selected field found in the data source. If multiple pivot fields are defined, the pivot value columns from additional pivot fields are nested below the initial pivot columns selected. 
  • Aggregated Values—Dictates the aggregated value that is shown in the cells for each corresponding row and column.

Optionally, select the Format Configuration button to apply a style definition to field in your table layout. 

By default, interactive reports use a single currency code designated in the Table Layouts section. You can optionally configure Associated Currency to enable use of multiple currency codes. Learn more in Enable multi-currency in interactive reports.
3
Report Data table—The visual representation of your business data which is organized based on your configuration selections. 
4
Detail Table—Select values inside the data table to see the related values specified by the Display Column fields. 

Example

You could create a table layout with the following values:

  • Columns: Org Unit, Customer, Transaction
  • Group Rows: Company
  • Pivot: Status
  • Aggregated Values: Transaction
  • Include Row Aggregations: Selected
  • Include Column Aggregations: Selected

With these layout selections, the Report Data table would show:

CompanyStatus 1Status 2Status 3Transaction (Aggregate)
Company 1Number of transactions for Company 1 that are in Status 1Number of transactions for Company 1 that are in Status 2Number of transactions for Company 1 that are in Status 3Total number of transactions for Company 1
Company 2Number of transactions for Company 2 that are in Status 1Number of transactions for Company 2 that are in Status 2Number of transactions for Company 2 that are in Status 3Total number of transactions for Company 2
Company 3Number of transactions for Company 3 that are in Status 1Number of transactions for Company 3 that are in Status 2Number of transactions for Company 3 that are in Status 3Total number of transactions for Company 3

Total number of transactions in Status 1Total number of transactions in Status 2Total number of transactions in Status 3Total number of transactions

If you selected the row for Company 2 in the Report Data table, the Row Detail table would show:

CompanyOrg UnitCustomerTransaction
Company 2Org Unit 1 in Company 2Customer 1 of Org Unit 1Number of transactions for Customer 1 of Org Unit 1
Company 2Org Unit 1 in Company 2Customer 2 of Org Unit 1Number of transactions for Customer 2 of Org Unit 1
Company 2Org Unit 2 in Company 2Customer 1 of Org Unit 2Number of transactions for Customer 1 of Org Unit 2

Enable multi-currency in interactive reports

Configure Associated Currency in interactive reports to enable use of multiple currency codes in report layouts. 

By default, interactive reports use a single currency code designated in the Table Layouts section. This limits the data which can be shown in a single report layout. 

Associated Currency enables you to see currency fields with different currency codes in the same report, and to create report layouts with distinct groupings for different currency fields. This allows you to report over multiple currency types in a single report layout.

Configure

In the Table Layouts section of your report, add the Currency fields you want into your report layout. Select the Associated CurrencyAssociated Currency icon on each Currency field and select the field that defines the currency code. 

The system automatically introduces a new row grouping for currency fields identified with the same associated currency code together in your report layout. 

How to use hierarchies in interactive reports

Use hierarchies to display interactive report data in a hierarchal format within a single column of your report. This helps you track how business data, such as financial information, exists in a hierarchal structure. 

Hierarchies are dictated by existing relationships between records and are only available for certain fields. Access available hierarchies in your interactive report by dragging a search Search field, also known as a table lookup field, into the Group Rows section of table layouts. Select the Apply a hierarchy definitionHierarchy button on the field to view the available hierarchies. 

For example, a company structure table could store hierarchal relationships between companies and different types of org units, such as:

  • Company: Holds aggregate business data about all of the warehouses within each company. 
    • Region (type of Org Unit): Used to categorize warehouses, but does not hold any business data. 
      • Warehouse (type of Org Unit): Holds business data about this specific warehouse. 

An interactive report without a hierarchy selected could have a Group Rows for Company, and one for Org Unit, but would only show rows for Warehouses in the Org Unit column since Regions don't hold any business data. 

The table below shows a summary table in an interactive report with the following field selections:

  • Group Rows: Company, Org Unit
  • Pivot: TransactionType
CompanyOrg UnitCustomer Invoice
> Company A
9999 USD
v Company B
800 USD

Warehouse A200 USD

Warehouse B300 USD

Warehouse C300 USD

If there is a hierarchy configured on the Company field, you can select it in order to use the hierarchal structure that exists on the company structure table in your report. Once selected, the parent relationship defined in the hierarchy, in this case Company, is shown in an expandable tree structure within one column. Each company record can then be expanded to show the regions that exist underneath them, and each region can be expanded to show the existing warehouses. This would enable you to see aggregated business data for the warehouses within each region.

The table below shows a summary table in an interactive report with the following field selections:

  • Group Rows: Company (Hierarchy definition selected)
  • Pivot: TransactionType
CompanyCustomer Invoice
> Company A9999 USD
v Company B
v Region 1
> Warehouse A


v Region 2
> Warehouse B
> Warehouse C

800 USD
200 USD
200 USD
600 USD
300 USD
300 USD