How to Create a Simple Table Report in Dashboard

1. A table report in PlanStreet is a simple representation of data organized in a structured manner. Here's how to create a table report:

   Steps to Create a Table Report:

   1. Click on "Edit" to enter report construction mode, which provides access to all the working panes and options.
   
   

2. In the "Visualization Panel," click on the Table icon to create an empty table on the canvas. 
   

3. In the "Fields" section, click on the checkbox for the fields you want to include in the report. As you select fields, they will appear as columns in the report. 
   
4. Once you've selected the fields, click on "Save," and the table report will be created.

   Note:

   • Some fields in the report may have a calendar symbol next to them, indicating they contain date values.
   • Some fields may have sigma symbols next to them, signifying that Dashboard detected numeric values in those fields. 
   • When working with numeric values, remember to apply "Don't Summarize" to those values. This ensures that the values are displayed as actual values rather than calculated values. 
   • By following these steps, you can create a table report to organize and display your data effectively.