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 long does it take to get set up?
You can be up and running in minutes, and creating real value for your customers in just a few days. The setup is fast, and the wins come even faster.
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.
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}".
Can I prevent my users from creating, editing, or deleting filters?
Yes. By default, GridMate provides a permission set called GridMate User to easily grant access to package components, including object settings, Apex classes, and more.
With this permission set assigned, users can create, edit, and delete end-user filters - provided this option is enabled on the grid.
However, in certain scenarios, admins may want to restrict these actions. Rather than duplicating and manually adjusting the permission set, we recommend using the Muted Permission Set feature in Salesforce.
1. Create a Permission Set Group that includes the GridMate User permission set.
2. Add a Muted Permission Set to that group by creating a new Muted Permission Set.
3. In the Muted Permission Set, mute Create/Update/Delete access for the DataGrid Preferences object.
4. Finally, remove all direct assignments of the GridMate User permission set from users. Instead, assign them the new Permission Set Group.
This approach ensures your users retain access to essential GridMate components while preventing them from modifying filter settings.
Please refer to Salesforce documentation for Muted Permissions.
Is GridMate a managed package?
Yes. GridMate is a Salesforce-managed package, which means it’s securely versioned, upgradeable, and adheres to Salesforce’s best practices for packaging, deployment, and security. This ensures a clean upgrade path and minimizes risk across sandbox and production environments.
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