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Grid Reports

Overview

Grid Reports allows you to assemble customized reports in seconds. If it's in SalesPad, it's available to display on a Grid Report.

To get started, select Grid Reports from the Settings menu.

Navigation Menu
Grid Reports
Create a Grid Report

To create a new Grid Report, click the New Grid Report button in the upper left-hand corner of the screen.

Name your new report, select a Report Source, and choose Group by criteria in the New Report drawer that appears.

Click Save to add your new Grid Report to the existing Grid Reports.

Back to Navigation Menu

Set Advanced Filters

To further refine your Grid Report, you can set advanced filters. First select the Grid Report from the list on the left-hand side of the Grid Reports window.

Once you've selected the Grid Report you want to edit, click Set Advanced Filters

Create your filter settings in the Set Advanced Filters drawer that appears. 

Click Set Filters when you're finished. 

Back to Navigation Menu

Delete a Grid Report

To delete existing Grid Report, first select the Grid Report from the list on the left-hand side of the screen, then click Delete from the More Actions dropdown in the upper right-hand corner of the screen.

Click Yes in the Delete Report window that appears.

Back to Navigation Menu

Run a Grid Report

To run a Grid Report, click Run and Save Report in the upper right-hand corner of the screen.

Your Grid Report will appear in the Grid Reports window. Remember, every grid found in SalesPad Cloud is fully customizable. To review how to customize a grid, read the Auto Filter Row and Column Chooser section of Introduction to SalesPad Cloud

Back to Navigation Menu

Export a Grid Report

To export your report as a PDF, click the Download PDF button.

To export your report as a CSV file, click the Export button just above the upper right-hand corner of your report.

Back to Navigation Menu

Choose files or drag and drop files
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  1. Kayako Admin

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