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.

Tabular and summary reports

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.

Display controls

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.

Built-in refresh button

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.

Expandable report view

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.

Multi-page compatibility

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.

Record-level filtering

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.

API field-based filtering

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.

Visibility rules and filters

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!

AppExchange
5 Star Rating

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.

Display tabular and summary report data on Lightning pages
Use report tables instead of charts
Filter report data by current record ID on Record Pages
Filter logic uses API field names consistently

Frequently Asked Questions

Can I use GridMate internally at a discounted rate?

Yes. We offer discounted internal licenses to partners for hands-on use and demos.

What security and compliance standards does GridMate meet?

GridMate is designed with enterprise-grade security and compliance in mind. We are FedRAMP authorized, which means our solution meets the U.S. federal government’s rigorous standards for data security, access control, and operational transparency.

All GridMate components are built natively on Salesforce, ensuring that your data remains within your Salesforce environment. We do not store, process, or transmit data outside your org, and we align with best practices for secure development and deployment.

How do I contact GridMate support?

You can reach out to us via email at support@gridmate.io.

For any technical assistance, please grant access to your Salesforce organization and share the following:

  • The Salesforce Organization ID (Org ID)
  • The page link(s) related to the issue
  • The steps to reproduce the issue

How is GridMate priced?

GridMate is offered at a flat, all-inclusive rate that gives you access to the entire productivity suite - including all 30+ components.GridMate is offered at a flat, all-inclusive rate that gives you access to the entire productivity suite, including all 30+ components.

  • $11 per user/month when billed annually
  • $14 per user/month when billed monthly

This pricing covers everything - no add-ons, feature gating, or hidden tiers.

Discounted Tier

We offer a 50% discount (for up to 10 licenses) to:

  • Eligible Non-Profit Organizations
  • Certified Salesforce Consulting Partners

Large volume

We offer tailored pricing for:

  • Organizations with a large number of users
  • Experience Cloud login-based license models
  • Multi-org Salesforce environments

Contact us to explore volume discounts or discounted tier eligibility.

Do I need technical experience with GridMate?

Not at all. We’ll equip you with everything you need - from product overviews to sales guides and demo walkthroughs.

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questions?

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