Ever tried to Cross-Tab your Report Results?

April 7th, 2017

If you’re not sure what I’m talking about, I’ll take it as a “no”. If you’ve ever used a Pivot Table, this will be really fun for you! This is a great reporting feature that allows you to change the look and feel of your report results. It allows you to take the data from any column and flip it around to become your column header!

You can then select what you’d like to use to populate the data in the report and how you’d like it to display – Average? Sum? Count? Really depends on what sort of data you’re collecting today. You can even customize the formatting of your new column data to include specific numbers, currency, percentages and rounded to the number of decimals you want to see!

Finally, you can add back in up to three more columns from your original report to display back in your new, modified dataset!

You can then save your report data as a Pinned Report to keep your formatting in place for next time, and you can even enable it as a “Grid” to access directly from any of your personalized or executive-level dashboards!