Enhanced Standard Reporting Availability
Enhanced Standard Reporting is now available as an optional feature for your system.
Want to opt in NOW? Submit a support ticket or contact your CSM to enable this feature and access faster processing, extended historical data, and improved reliability.
Customizing and Sharing This Report
Columns: Use the column selector to show, hide, or reorder columns to match your workflow.
Filters: Your filter selections are remembered between sessions — the report opens with your last-used settings automatically.
Sharing (INSIGHTS users): You can duplicate, rename, and share customized versions of this report with team members, and schedule automated delivery by email. System-level reports remain unchanged and available to all users.
Sharing (Standard users): You can duplicate this report and customize filters for personal use. To share a customized version with your team, duplicate the report, apply your preferred filters, and share it directly with individual users. System-level reports cannot be modified or set as a default for all users. See Enhanced Standard Reporting Overview for more detail.
The Table Editor Details Report lists every category and sub-category configured in the Table Editor — including each item’s source ID, parent, type, sort order, and archived status. Use it to audit your Table Editor setup, confirm the exact source IDs behind a custom list, and identify archived items still referenced elsewhere.
Accessing the Report
- Click on the Analyze tab
The Reports sub-tab will automatically be selected - In the Search Reports field, type TABLE EDITOR
- Click on the Table Editor Details report
Understanding This Report
What This Report Shows You
The Table Editor Details Report displays one row per sub-category item configured in the Table Editor, across every category (Talent, Company, Contact, Job, Misc, and Opportunity). Each row shows the item’s source ID, whether it’s a system or custom default, its parent (if one exists), its display text, type, sort order, and whether it’s archived.
Why Use This Report
This report helps you answer questions such as:
- What source ID is behind a specific Table Editor item?
- Which items in a category or sub-category are custom versus system default?
- Which items have been archived, and are any of them still referenced elsewhere?
- What is the configured display order for items in a sub-category?
Who Benefits From This Report
System Administrators: Audit Table Editor configuration, confirm source IDs when troubleshooting, and manage archived items.
Operations/Data Teams: Verify sub-category setup (parent/child relationships, sort order) before making configuration changes.
Using Filters
Filters appear on the right side of your screen and let you narrow results to the category and sub-category most relevant to your analysis. All filters default to include all available data when you first open the report.
Available Filters
| Filter Name | What It Does | When to Use It |
|---|---|---|
| Category | Filters items by their Table Editor category (e.g., Talent, Company, Contact, Job, Misc, Opportunity) | Use to focus on Table Editor items within one category |
| Sub Category | Filters items by sub-category; the available options depend on the Category selected | Use to drill down to a specific sub-category’s items (for example, Category = Talent, Sub Category = Talent Tags) |
Applying Your Filter Selections
- Click on the edit icon next to any filter name to expand it
- Make your selections by checking boxes or choosing from dropdowns
- Click Apply to update the report with your filtered view
- Click Cancel to discard changes and return to the previous filter state
Reading the Data
Each row in the Table Editor Details Report represents a single sub-category item. Filter to a Category and Sub Category to review the full configuration for that list.
Field Descriptions
| Field Name | Description |
|---|---|
| Category | The sub-category’s name (for example, Talent Tags) |
| Source ID | The unique identifier for the item in the source system |
| Custom/System Default | Indicates whether the item is a System Default or a Custom Default |
| Parent | The parent category or item, if one exists |
| Item Text | The display text for the sub-category item |
| Type | The item type for the sub-category item |
| Order | The configured display order for the sub-category item, if one exists |
| Archived | Whether the item is archived (Yes/No) |
Practical Applications
Use the Table Editor Details Report as your go-to reference when troubleshooting a Table Editor list or preparing a configuration change — filter to the Category and Sub Category in question to see every item’s source ID, parent relationship, and sort order in one place. It’s also useful for a periodic cleanup pass: filter by Archived to review what’s been retired and confirm nothing still in active use was archived by mistake.
Exporting Your Data
Export your report data to share with stakeholders, perform additional analysis, or maintain records outside of Avionté.
- Apply any filters you want reflected in your export
- Click the three-dot menu icon (⋮) in the top right corner of the report area
- Select your preferred format from the Download submenu:
- Image: Creates a visual snapshot of the report as currently displayed
- CSV File: Exports raw data compatible with Excel, Google Sheets, and database tools
- PDF File: Generates a formatted document suitable for printing or formal distribution
Additional Export Options
The three-dot menu also provides options to repeat rows (useful for printing), merge rows, and other display customizations. These settings affect how your report appears on screen and in exports.
Refreshing the Report
Avionté automatically refreshes report data every 5 minutes. To see the most current data immediately after changing filters or after records have been updated, you can manually refresh.
- Locate the circular arrow icon above the filter panel on the right side of the screen.
- Hover over the icon to see it expand and display the word “UPDATE.”
- Click the icon to re-run the report based on your current filter selections.
The report will reload with the latest data from your database, reflecting any new records or updates since you last viewed it.
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