Report Table
Move beyond the chart. Bring real reports into view.
Surface actual report data - tabular or summary - on any Lightning page. With GridMate’s Report Table, you’re no longer limited to charts and dashboards. Plug your most important reports directly into Home, App, or Record pages, and control exactly how and when they appear. Filter by context. Customize the layout. Refresh in real time. It’s reporting, fully integrated into your workflow.
Put your reports to work - where the work happens.
Your data - unboxed and unblurred.
Unlike standard Salesforce, GridMate supports both tabular and summary report types, letting you showcase the actual data behind the metrics, not just the visualizations.
Tailor every pixel of your table.
Choose what to show - row-level details, subtotals, grand totals, footers, borders, refresh buttons, and expand views. Configure the experience to match how your users consume data.
Stay current with a single click.
Enable the refresh button to keep your data live and accurate. When your team needs up-to-date insights, they’ll have them - right on the page.
Zoom in when it matters.
Let users expand the component to explore the full report in context, giving them more screen space when they need deeper visibility.
Reports where they belong.
Add reports directly to Home, App, or Record pages without workarounds or navigation gaps. The component fits natively into your layout, so users can act on data right where it appears.
Filter smart. Stay relevant.
On Record Pages, reports can be dynamically filtered based on the current record ID. It’s effortless to tailor each view to the user and object they’re working with.
Precision filters. No guesswork.
Filtering behavior is predictable and consistent. While Salesforce reports sometimes rely on label-based filters, GridMate always uses API field names - removing guesswork from setup and maintenance.
Show what matters, when it matters.
Use filter logic to determine component visibility, ensuring the right people see the right reports in the right places.
See the Report Table
in action!
See how teams stay one step ahead with GridMate’s Report Table.
Make the leap from standard to standout.
Salesforce reporting limits visibility to charts and lacks reliable contextual filtering. GridMate bridges the gap with live tables, record-aware filters, and setup consistency that scales.
Frequently Asked Questions
How frequently is GridMate updated?
GridMate is actively maintained and regularly improved based on customer feedback and evolving platform standards. We release updates on a biannual basis, with targeted interim patches to address critical enhancements or fixes. Release notes are shared through our documentation portal to keep users informed of new features and changes.
Can the record Id be passed to a GridMate component on Experience Cloud?
Yes. GridMate supports this functionality. You can define the recordId property using the syntax "{!recordId}".
Does GridMate support dependent picklists?
Yes. GridMate supports dependent picklists, including dependent record type picklists.
Are GridMate grids supported on the Salesforce Mobile App?
Absolutely! Here's what we recommend:
- Duplicate the existing grid in your Salesforce Org. This duplicated grid should be specifically configured for access by mobile users.
- Set a unique name that clearly identifies it as a mobile-friendly grid.
There are two key considerations when it comes to accessing grids on mobile devices:
Set the width for each column – This allows users to scroll horizontally.
Refer to column width specification here.
Set the height of the grid – This enables vertical scrolling.
Refer to the height specification here.
Note: We will be introducing a new component called ‘Mobile Grids’, which will be optimized specifically for mobile phones.
If I install the GridMate package for all users, do I need to assign GridMate permission set(s) for each new user going forward?
Yes. The GridMate permission sets grant access to Apex classes, Visualforce pages, objects, and other components. When you first install the package and choose “Install for All Users,” these settings are automatically applied to existing users.
However, when new users are added later, you must manually assign the appropriate permission set. GridMate access is managed entirely through permissions, so assigning the permission set is highly recommended.
GridMate User
This is the base permission set required for any user who needs access to GridMate components (except User Grids). It includes object and field access, as well as Apex classes. Each GridMate user should have this permission.
GridMate Advanced User
This permission set is used to grant access to User Grids. Its purpose is for advanced users who require permission to create their own grids.
GridMate Admin
This permission set is used for Business Analysts to have access to the config wizard, inline configuration and SOQL Preview buttons. It's applicable only if they don't have access to the setup.
GridMate Cockpit User
The GridMate Cockpit User permission set allows users to manage all GridMate settings in one place - including grid-level field access, action controls, and component visibility. It grants access to the Cockpit tab and its features.
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