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How to customize views on your custom reports
How to customize views on your custom reports

Quickly customize your report to show only the data you need.

Hana Block avatar
Written by Hana Block
Updated over a week ago

By using the suite of functions in your custom reports menu - you can quickly customize your report to show only the data you need.

With a little practice, you'll be customizing your report views like a pro!

In this article we will explain:

Tip: You can use the above links to 'jump' to areas of the article you might specifically be looking to learn about. We've added a 'Back to navigation' link at each section header to quickly come back to this navigation menu.

How to use the properties function

Once you've filtered your report, you can use the properties menu to show and hide columns, these are the columns that appear in your report based on the fields you've added into your Record Type.

The properties menu displays columns conditionally based on your filter selections. For example, if you filter by a specific location, only the columns relevant to that location will be displayed.

Once you've filtered your report, you can use the properties menu to show and hide columns, these are the columns that appear in your report based on the fields you've added into your Record Type.

The properties menu displays columns conditionally based on your filter selections. For example, if you filter by a specific location, only the columns relevant to that location will be displayed.

How to use the Relations function

Matrak offers a powerful feature that enables you to establish relationships between different types of records. With this function, you can easily link materials to relevant containers such as deliveries, stillages or shipping containers.

Additionally, you can link tasks such as IT checklists or quality checks to the corresponding materials or you can link materials to specific locations such as rooms, levels or floors.

With these relationships set up you can use the relations drop-down to add columns to your report for relevant linked materials, this gives you the ability to generate comprehensive and detailed reports that provide insights into your materials status and movement, facilitating better decision-making and optimizing project workflows.

How to use the lookup function

The lookup function in custom reports is a powerful tool that allows you to gather additional types of information across linked records. For instance, you can use this function to view the status of linked containers or stillages.

To illustrate, let's take the example of a custom report that includes a column for linked stillages. We can add an additional column using the lookup function to display the status of the linked stillages. When there is only one linked stillage, the status column will show the status of that specific stillage. However, if there are multiple linked stillages, the lookup function will display a status bar where you can hover and view the status of each stillage.

This function enables you to track the status of multiple linked materials at once and monitor their progress in real-time.

How to use the Group by function

The 'Group by' feature on the Custom Reports page makes it easy to organize your data into neat categories based on your chosen descriptions. With just a few clicks, the 'Group by' feature will create a new view of grouped records based on a particular description, so you can quickly find and organize related records.

Tip: You can expand and collapse the groups to see more or less detail, depending on your needs.

Transform masses of information into useful visual categories - so you can keep track of all materials quickly and easily.

Things to check before setting up this report

Before getting the correct 'Group by' view, first we need to make sure your project is set up with the required descriptions.

You'll need to first make sure all descriptions that you wish to group are first added. You can add or update your records at any time from the Edit record types page.

Once we confirm everything is set up correctly, we can use the 'Group by' feature on the Custom Report page.

Step one:

Select the filter button and select the record type or multiple types that you wish to filter down on your report.

Step two:

Click on the ‘Group by’ button on the setting bar and add any description you want to group together.

Step three:

You will then get a colour-coded view of the records you want. This page also enables users to update in bulk as well.

How to resize report columns

Matrak's customizable reporting feature allows users to generate tailored reports based on your specific business needs. Your custom reports columns now have the ability to expand and resize.

When creating your custom reports, if the status or descriptions in your columns are cut off — easily expand the length of your columns to preview as much of the cell's information as you’d like.

To expand report columns:

  1. Select the column by clicking on its heading.

  2. Click on the boundary line to the right of the column heading and drag it inwards to make the column narrower, or outwards to make it wider.

This simple action allows you to adjust the width of the column to better fit the contents within, making it easier to read and organize data in your table or spreadsheet.

How to reorder columns

Matrak's customizable reporting feature allows users to generate tailored reports based on their specific business needs.

One of the key benefits of this functionality is the ability to reorder columns within the report, providing a more streamlined and efficient viewing experience. It further allows for improved data visibility and enables faster data analysis.

To reorder your columns:

  1. To rearrange the position of a column within your report, you can easily do so by left-clicking on the column header and dragging it to the desired location.

This easy-to-use feature makes it simple for you to prioritize the data that matters most to you, giving you a more efficient and streamlined reporting experience.

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