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Creating a tabular document

Record the data outputted from a custom report​

A tabular document is suitable for recording raw data as a table. It saves as a CSV file, so it can be easily imported into other software for analysis and storage (e.g. Microsoft Excel, Power BI, Tableau).

See example
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Create a tabular document​

To create a tabular report in the Report Builder:

  1. Open the Report documents tab and select Create report document.

  2. Fill in the following fields:

    • Name * - enter a distinct name that clearly identifies the custom report type.

    • Type * - set this to Tabular.

    • Output as CSV - leave this enabled. If disabled, no files will be saved for this document whenever the report is run.

  3. Select Create to finish. Your new document is listed on the left.

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Edit a tabular document​

To edit a tabular document, select it on the left, then select View/Edit layout to open it in the Document Layout Editor.

You can add one or more Table controls to a tabular document's layout.

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