Create a table visualization

Tables are a powerful tool in your reporting belt! They can show detailed aggregate information about your data and are quicker to load than either charts or crosstabs. Here's a few tips to make the most of your report tables.

 

Step 1. Select the visualization type

  1. Create a new ad hoc view.
  2. When in the ad hoc view editor, select the bar graph symbol on the toolbar.
  3. Select the Table type and click Apply and Close.
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You may notice that the Rows label switches to Groups. This is a good way to double check to make sure you've correctly switched to a table view.

 

Step 2. Group your data

Grouping your data by fields can help organize it. Depending on the fields you select for your columns, you can reveal different types of data for each transaction, cause or user.

Please note: If you want data on all users, limit the number of fields you add in the Users group.

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Step 3. Change the view

In the upper left corner of the ad hoc view, you’ll see the gear cog symbol, which you can use to change how much detail you see in your table.

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  • Detailed Data shows the details per row, and is the default view.
  • Totals Data shows the aggregate of the rows for each group. Like a crosstab, you can change the aggregation of the columns. This is the type of view used in your monthly donation report (a record of transactions).

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  • Details and Totals is a combination of the two views.  It shows the details per row and the aggregates of each group.

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Now what?

You’ve created the table and grouped the data. Now you can save the ad hoc view as a report, schedule it, or export it into a different format like PDF or PPT. Here's some more how-to articles on those other tasks.

 

For additional support, contact us at help@benevity.com.

 

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