Follow the steps below to create tabular report.

1. On the report homepage, click Create Report.
2. You will be directed to Create Report screen.

 3. The following information must be specified in order to create report. 

• Report Category: Select category name (module name).
• Report Type: The type of reports shown is limited by a module and its relevant modules you set up. For example, if you have customer module and its relevant module which is contact module, you will see “customer” and “customer & contact” in report type selection. Additional fields from contact module will also be available in the filter and display column selection for the report when you choose “customer & contact” report type.
• Report Format: Select tabular.

 4. Click Next to go to next step.

 5. You will be directed to Create Filters screen where you can define specific filter criteria that selected 

records must match. 

 6. To create filters, select fields from Available Fields section.

 7. The selected filters will appear in Display Filters section. 

 8. Click on filter name to edit filter properties. The filter properties pop-up window will be displayed. 

• Condition: Available filter conditions may vary depending on selected fields data type. For example, “less than” and “greater than” condition is available for amount field but not created by field, which is text data type.
• Enter filter value.
• Click Apply to save changes.

For example, if you want to know “How many customer were created from November 2016 to December 2019?”, follow the steps below to set up filters criteria.

• Select Create Date field for a filter.
• Select between for a condition.
• Enter date value from 01-11-2016 to 31-12-2019

 9. Click Next to go to next step. 

 10. The Choose Display Columns screen will be displayed. 

 11. Select fields to add to the report from Available Fields section. You can re-order a display of fields column 

  by clicking on  icon and drag up or down.

 12. Click on field name to edit column properties. The column properties pop-up window will be displayed.

• Label: Enter the column name to display in the report. The column name is the same as the field name, unless otherwise stated.
• Sorting: Sort the field by selecting the Ascending or Descending command.
• Width: Set the column width in inches.
• Text Alignment: Select text alignment for the column.

 13. Click Next to go to next step.

 14. Preview your report. Click Next to go to last steps or click Back to go to previous steps to edit your report.

 15. Click Next to go to final steps.

 16. On the Report Details screen, enter report name, report descriptions and choose a color theme.

 17. Click Save.