Report Table

GM - Report Table is a powerful GridMate component that allows users to embed Salesforce reports including Tabular, Summarized, and Matrix formats directly onto any Lightning page (Home, App, or Record page). With support for advanced features like row and column groupings, grand totals, and custom display options, it offers a highly interactive and configurable way to surface business critical data.

By default, Salesforce Lightning only supports displaying report charts, not raw tabular data. GridMate fills this gap by enabling users to view full report tables directly in the Lightning Experience, empowering teams to make data driven decisions faster and more efficiently.

In this tutorial, we will setup GM - Report Table component to display an Opportunity summarized report on a home page . Below is a quick demo on how to configure it 👇.

GRIDMATE - REPORT TABLE

If the component is used on a record page, the report can be filtered on the current record Id using Filter property.

Below is an example to filter opportunities report based on the current account.

{ "ACCOUNT_ID": { "value": "$recordId" } }

👋 Note that Salesforce Reports doesn't always use the field API name for filtering. You can find the field name to use by following the instructions below.

Execute the code bellow using the Executing Anonymous Apex Code 👇

Report r = [
    SELECT Id, Name, DeveloperName
    FROM Report
    WHERE DeveloperName = ${Developer_Name}
    Limit 1
];

Reports.ReportMetadata reportMetadata = Reports.ReportManager.describeReport(r.Id).getReportMetadata();

System.debug(JSON.serialize(reportMetadata));

In our example Developer Name = 'Closed_Opportunities_ode'

For better vision, copy the JSON log into the GridMate playground and you will find the columns on the reportFilters attribute.

Matrix Report

In this tutorial, we will setup GM - Report Table component to display an Opportunity Matrix report on the opportunity record page. Below is a quick demo on how to configure it 👇.