Report Templates
The Report Templates component gives XCore users the flexibility to design reports that perfectly match their needs. It saves time, enhances data clarity, and makes sharing insights simple and efficient.
With this component, users can:
- Import both predefined and custom report templates saved as files
- Create new templates or edit existing ones using default system fields and calculated custom fields
- Apply powerful aggregation and grouping options for deeper analysis
- Save templates as files for easy backup or sharing across teams
Add to a Layout
How to add Templates component
Importing & Creating Templates
Importing & Creating Templates (4 videos)
How to import a Predefined Report Template
How to import a Report Template from a File
How to create a new Report Template
How to rename a Report Template
Cloning Templates
How to clone a Report Template
Template Item Organization
Template Item Organization (2 videos)
How to create a folder structure for Report Templates
How to expand or collapse all folders in the Report Template tree
Report Fields (Columns)
Report Fields (Columns) (4 videos)
How to add Fields to a Report Template
How to delete Fields from a Report Template
How to rename a Column in a Report
How to modify Column order in the Report Template
Grouping
Grouping (7 videos)
How to build a detailed Report without Aggregation or Grouping
How to build a summarized Report with Aggregation and Grouping
How to show one row per Order in a Deal-type Report
How to avoid common Grouping mistakes in Report Templates
How to avoid overstated Aggregation totals from broader-level Fields
How to aggregate Report data by day using Date Grouping
How to show hourly averages on a Line Chart using Date Grouping
Display & Formatting (9 videos)
How to enable Rounding for specific Fields in a Report Template
How to set decimal Precision for numeric fields in a Report Template
How numeric fields are rounded when custom Precision is removed
How to configure the display of column values in a Report
How to configure the display of milliseconds in a Report
How to configure the display of percentages instead of numeric values in a Report
How to hide a Grouping column while keeping Grouping applied
How to show Summary rows at the bottom of a report table
How to enable Heat Map for a field in Trade Flow and Toxic Client Watchlist reports
Sorting
Sorting (2 videos)
How to set default row sorting by one field in a Report
How to set default row sorting by multiple fields in a Report
Limits
How to set a Rows Limit for long Reports
Exporting Templates
Exporting Templates (2 videos)
How to export a single Report Template
How to export multiple Report Templates
Deleting Templates
How to delete a Report Template