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
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.
Does GridMate support inline editing for multiple record types?
Yes. GridMate supports inline editing for multiple record types simultaneously. Dependent picklists are respected as well.
Is there a partner agreement?
Yes, it’s a straightforward agreement that outlines the roles, expectations, and rewards of our affiliate partnership. It helps keep everything clear and aligned, while protecting everyone’s interests.
Should we grant a GridMate license to every user?
No, GridMate licenses should be granted only to relevant users. GridMate components can be combined with standard components using visibility conditions in the Lightning App Builder.
We recommend creating a custom permission set, assigning it to licensed users, and then using this permission to control component visibility in the Lightning App Builder. See below:
What is GridMate?
GridMate is a Salesforce ISV on the Salesforce AppExchange, offering 30+ Lightning components designed to boost adoption, utilization and productivity within Salesforce by enhancing its user experience and overcoming native limitations.
Rated 5 stars on AppExchange, GridMate is industry-agnostic and designed for a broad spectrum of use cases, empowering end users with the confidence and tools they need to excel in their day-to-day Salesforce tasks efficiently.
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