Overview
Tables are real-time views of your SmartMoving data, such as job payments, opportunities, or crew jobs. You can customize the columns you see, add calculated columns with formulas, group and summarize your data, filter to the records that matter, and export the results. This article covers how to shape a table into a report that fits your business. Smart Insights is a paid add-on, separate from the reports included with your SmartMoving subscription.
š” Dive deeper in the Academy
Go further with custom report tables, columns, and formulas through short videos and real-world best practices, and earn a shareable certification by completing the Smart Insights Pro: Building Custom Reports with Confidence course.
After signing in to the SmartMoving website, select Academy from the User Account Settings to access the course.
Before You Start
Smart Insights is a paid add-on for your SmartMoving subscription. To enable it for your account, contact your Account Manager.
Start from a Table insight. Open a table such as Job Payments Table or Jobs Crew, then click Save As to create your own editable copy. Built-in tables are read-only until you save your own version.
How to Customize Columns
Click any element inside the blue outline to edit it. For example, click the title to rename the table.
Right-click a column header and select Hide Column or Delete Column. Hiding keeps the column available if you change your mind. Deleting removes it.
Drag and drop columns to reorder them.
Press Ctrl + Z to undo a change if you remove something by mistake.
š” SmartTip: Hide columns rather than delete them while you are still deciding on a layout. You can bring a hidden column back without rebuilding it.
How to Add a Calculated Column
In the Columns panel, click Add Column.
Enter a name for the column, for example Days Before Move.
Build the calculation in the formula bar. For example,
DateDiff("day", [Lead Created Day], [Service Date])returns the number of days between two dates.As you type, the formula bar lists matching functions. Select one to see its required arguments.
Format the result to match the metric. Use percentage for ratios and currency for dollar amounts.
Common calculated columns include:
Labor Efficiency Rate:
Avg(Billed Total Minutes) / Avg(Total Estimated Time), formatted as a percentage.Average Billed Labor:
Avg(Billed Labor), formatted as currency.
How to Group and Summarize Data
Click Group By and choose a field, such as Crew Name.
Add a second grouping, such as Job Date.
To summarize by week, right-click the date field, select Truncate Date, then select Week.
Drag a column into the Calculations area to summarize it. Change the aggregation from Sum to Average when an average is more useful, and format the number for readability.
How to Filter a Table
Select Filter on the column or value you want to narrow.
Set the conditions, such as a minimum and maximum amount or a specific range.
Apply the filter. The table updates in real time.
How to Export a Table
Open the table's more options menu (the three-dot icon), then point to Export.
Under Download, choose a format: CSV, Excel, JSON, or PDF. Downloads are limited to one million rows.
Under Send, choose Export to email the table once, or Schedule exports to send it on a recurring basis.
Best Practices
Start from the columns you use most and hide the rest to keep the table readable.
Name calculated columns clearly so the metric is obvious at a glance.
Group and summarize your data before adding visualizations so your charts build on clean data.
Save or publish periodically so a browser refresh does not lose your work.
Best Practices for Controls and Filters
Target the base data model when you build a control or filter, rather than the table itself. This keeps the filter working as the table's columns or layout change.
Avoid setting a filter directly on an individual column unless a specific column requires it. Column-level filters are harder to maintain.