Tables, columns and filters
Add tables to a template and shape what each one collects.
Tables are the data blocks a template collects - Location Details, Sample Information, and so on. The Tables builder is where you add them and shape exactly what each one pulls and where it lands.
Open the builder
In Design mode, click Tables. The builder lists the template's tables on the left; select one to edit it on the right, or add a new one.
Adding a table
Choose add and pick from the data tables available in the project's configuration. The new table is added to the template, ready to configure.
Shaping a table
Each table has five things to set:
Columns
Tick the fields to include. Only ticked fields become columns in the collected data.
Filters
Add conditions that control which rows collect - by operator (equals, contains, greater than, in a list, and so on) and value. Filters can be fixed, prefilled or prompted. See filters at collection.
Sorting
Set the order rows come out in - for example Depth ascending.
Grouping
Optionally summarise rows into subtotals and cross-table totals.
Start cell
Pick the cell where this table's data begins. Choose pick start cell, click the cell on the template sheet, and the builder reopens with it set.
One table, one block
Each table writes a contiguous block starting at its start cell, with one column per ticked field. Lay your start cells out so blocks do not overlap when collected.
Filter operators
Filters support a full set of operators, including: in / not in, equals / not equal, greater than and less than (with or equal variants), contains / does not contain, and begins with / ends with and their negations.
Removing a table
Select a table and choose remove. The table and its configuration are deleted from the template; the underlying project data is never touched.
Last updated 17 June 2026