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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.
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  1. Fill in the following fields and then select Create to finish:

    • 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.

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Edit a tabular document​

To edit a tabular document, select it on the left, and 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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