Overview

Custom tables in Property Shell allow you to generate tailored reports based on your specific needs. These tables enable you to select various columns, group data, and apply sorting to organize and present information clearly. This guide will walk you through the steps of setting up a custom table using the reporting feature in Property Shell.+

Step 1: Access the Reporting

1. Navigate to the Reporting section in Property Shell.
2. Select Create New Template to start configuring your custom table.
   

Step 2: Configure Custom Table Settings

Once you've entered the custom table settings, you'll see the following options:

• Base Table: Select the primary table you want to base your report on. Options may include:

  • Sales: For data related to sales transactions.
  • Bookings: For data on bookings made.
  • Leads: To track and analyze lead information.
  • Project Payments: To review payment details related to projects.
  • Properties: For a list of property-specific details.
    Choose the table that aligns with the data you need to report on.

• Columns: Choose the columns you wish to include in your table. Columns represent the data fields that will appear in your report. For example, you might include:

  • Project: The name of the project.
  • Property: Specific property details.
  • Sales Status: Current status of the sale.
  • Total Price: The total price of the property.

• You can add or remove columns by clicking on the 'X' next to each column name.
  

Step 3: Grouping Data

• Group By Column: If you want to group your data by a specific column, select it here. For instance, grouping by Project or Property can help organize data under these categories.

Step 4: Sorting and Order

• Sort By: Choose how you want your data sorted, such as by Total Price or Sales Status.
• Sort Order: Determine the order of sorting (Ascending or Descending).

Additional Settings:

• Even Column Widths: Enable this if you want all columns to have the same width in your report.
• Column Sizing: Adjust the size of each column manually if needed.
• Numbered Rows: Toggle this option to include row numbers in your table.
• Filter Results: Apply filters to narrow down the data displayed in your report.

Step 5: Finalize and Generate Report

Once you've configured all settings, review your selections, and click Save to create your custom table. The report will display based on the columns, groupings, and sorting you've set up.

This custom table can now be used for more detailed analysis and reporting within Property Shell, tailored specifically to your project's needs.