The Grid element is a versatile component in the Reports feature, allowing you to present structured data in a customizable tabular format.

How to add and configure a grid element?

1. Go to the Reports section. From the elements panel on the left, drag and drop the Grid element onto the report board.

2. In the customization panel on the left, give your grid a meaningful title. This title will appear above the table in your report.

3. Choose the data table you want the grid to display. This is the source of all data shown in the grid.

4. You can fine-tune what data appears using the following options:

• Filters: Limit the data shown by setting conditions (e.g., Status = “Completed”).

• Sort: Define the order of rows based on one or more fields.

• Fields to Include: Choose which columns (fields) should be displayed in the grid.

• Copy Conditions from a View: Speed up setup by copying conditions from an existing saved view. You can either choose the view with all of the configurations, or you can choose specific configurations in that view like filter, sort, field visibility, field order, field height and width.
  

5. Adjust the row height to control how compact or spacious the table looks. Options typically include small, medium, large, and extra large.