How to Create a Tabular/Excel Report?

Tabular or Excel-like reports in Axonator allow you to present your data in a structured, easy-to-read format. This guide will walk you through the process of creating a Tabular/Excel Report.

1. Access Axonator Builder

   • Open your web browser and navigate to builder.axonator.com
   • Log in using your credentials

2. Select the Relevant App

   • After logging in, you’ll see a list of apps
   • Choose the app for which you want to create the Tabular/Excel Report

3. Navigate to Analytical Reports

   • Once in the app, look for the menu on the left section
   • Find and click on ‘Analytical Reports’ in menu
     

4. Enable Reporting

   • On the Analytical Reports page, you’ll see an ‘Enable Reporting’ option
   • Click on this to activate the reporting feature for your app
     

5. Refresh the Page

   • After enabling reporting, refresh the page
   • This ensures that the new changes take effect

6. Initiate Report Creation

   • After refreshing, you should see a ‘Create Report’ button
     

7. Choose Report Type

   • You’ll be presented with two options: Graphical and Tabular
   • Select ‘Tabular’ to create your Excel-like report
     

8. Design Your Report

   • You’ll now see a canvas where you can design your report
   • On the left section, you’ll find a list of available fields

9. Add Fields to Your Report

   • Drag and drop the desired fields from the left section onto the canvas
   • As you drop each field, it will automatically generate a column in your report
     

10. Arrange and configure Columns

    • Reorder columns by dragging them to your preferred positions
    • Adjust column widths as needed

11. Apply Filters and Sorting 

    • Look for options to add filters to your report
    • Set up sorting preferences for your data
      

12. Save Your Report

    • Once you’re satisfied with your Tabular/Excel Report, save your work

Important Notes

• Ensure that you include all necessary fields in your report
• Consider the order of your columns for logical data presentation
• Remember that you can always come back and edit your report later