---
title: "Grid View Reporting"
canonical: "https://technology.bytangram.com/space/TGKB/959021106/Grid%20View%20Reporting"
format: markdown
---
Along with [in the box](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/958005370/Reports) and [dashboard reporting](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/1823375403), WorkBook has many grid views that can be filtered and modified to create custom reports. 

For example, you can create many reports from the **jobs** module > **jobs list** simply by changing the **jobs list view** field or add the [job KPI](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/1683193857) view to your jobs list. 

![image](media://3166e28b-c9db-4eae-9722-236d70f25427)

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## FILTERING

For reporting in grid views it’s important to filter your grid according to the attributes you wish to see in your report. 

For example, in a jobs list you may wish to filter by job status, client, project or a particular job dimension. In a scheduling view such as the task matrix, you may wish to filter by resource. 

- Go to the area of WorkBook you wish to report on > click the **filter** icon
- In the example below, we’re filtering via the **jobs** module > **jobs list**

![image](media://59255fdb-14cc-4f1a-9724-7a954afb4e8a)


- Input your **filter criteria** > click **apply**

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## MODIFY GRID

In any grid view in WorkBook, you can use the **modify grid **functionality to tailor views to suit your reporting needs.

- From the list view go to the **sandwich menu** > scroll down to **modify grid**

![image](media://7f20cfd6-ce3d-4bb1-a6c5-8fb14fec8c0e)


1. **Select/deselect columns** to include in your report
2. Add** **any **groupings**
3. Choose **how many columns** you wish to freeze, in your report

![image](media://ecfe487e-fccb-4d8a-8a06-18348ade262e)


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## GLOBAL VIEWS

Once you have created a **custom grid view**, if you have the necessary permissions, you can save it as a **global view** so the rest of your business has access to the view too. 

- From the list view go to the **sandwich menu** > scroll down to **global views**
- Select **save as a new preset or overwrite exisiting**

![image](media://2d3e1825-9641-4a20-a791-84c242a0e84e)


- Give the global view a **name** > click **ok**

![image](media://561c9b3a-18e5-43d7-b8fa-ae4a5f810cf1)


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## EXPORT DATA

To export data from grid views:

- From the list view go to the **sandwich menu** > scroll down to **export grid data**

![image](media://e9d2e539-cdbe-4d0c-8949-162ae8847e67)


- And **select **how you wish to export your data
- The choices for download are:
  - XLSX
  - CSV
  - PDF

![image](media://cebe4c54-db0c-4661-8150-58b267df5dff)


- Click **ok**

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**Related articles**

> Macro (contentbylabel)