{"id":14204,"date":"2026-10-06T05:38:50","date_gmt":"2026-10-06T03:38:50","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=14204"},"modified":"2026-10-06T05:38:50","modified_gmt":"2026-10-06T03:38:50","slug":"make-reports-informative","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/video\/make-reports-informative\/","title":{"rendered":"How to Make Reports More Informative in Planfix"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Reports become more informative the moment you decide what question the table should answer, before you add a single column. <a href=\"https:\/\/planfix.com\/features\/reports\/\">Reports in Planfix<\/a> show the data your team already enters in tasks, projects, contacts and data tags, so the difference between a wall of rows and a clear answer is the setup: the object, the filter, the columns, the grouping and the formulas. This three-minute video goes through those settings in order.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to make Reports informative | Planfix: Tips and Tricks\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/Rj-AbcA0nEQ?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">What you\u2019ll learn: how to make reports more informative<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Create a report in the Report Wizard and choose the object its data comes from (0:06).<\/li>\n\n\n\n<li>Add columns and decide what each of them displays.<\/li>\n\n\n\n<li>Group and sort the selected rows so the table reads as a summary (1:17).<\/li>\n\n\n\n<li>Calculate values in a column with a formula (1:51).<\/li>\n\n\n\n<li>Export the finished report for sharing or further analysis (2:17).<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">How to make reports more informative in Planfix, step by step<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1. Create the report and choose its object<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Open the <strong>Reports<\/strong> section and click <strong>New report<\/strong> on the task panel; to start from something that already works, select an existing report and click <strong>Create copy<\/strong>. Either way, the Report Wizard opens. In <strong>General information<\/strong>, choose the group the report belongs to, name it and select the object whose data it uses: <strong>Tasks<\/strong>, <strong>Actions (Comments)<\/strong>, <strong>Data tags<\/strong>, <strong>Contacts\/Companies<\/strong>, <strong>Directories<\/strong>, <strong>Projects<\/strong> or <strong>Time off calendar<\/strong>. That choice decides what you can work with in the next steps.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2. Select the data the report shows<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In <strong>Selection parameters<\/strong>, set the filter that decides which records reach the report. The settings look the same as task filters: define any number of conditions and set the logical connections between them in the designated field. When the report is built on data tags, each data tag can get its own selection criteria, which keeps one report flexible instead of splitting it into three.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3. Add columns and name their headers<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Report view<\/strong> is where you build the table. For each column, set at least a column header and the object type for the output; Planfix then offers the fields available for that object, so a <strong>Tasks<\/strong> column and a <strong>Data tags<\/strong> column ask for different details. For a data tag column, set the display parameters for each data tag in the selection. Plain headers and only the columns someone actually reads do as much for clarity as the data itself, and the <a href=\"https:\/\/planfix.com\/features\/report-designer\/\">report designer<\/a> keeps both editable later.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 4. Group and sort the rows<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Grouping turns a long list into a summary: rows collapse under the project, the employee or the period they belong to. Grouping and sorting can be set straight away in <strong>Selection parameters<\/strong> or after the report view is configured. The second order is usually more convenient: once the columns exist, you can group and sort by them as well.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 5. Calculate values with a formula column<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">One of the object types available for a column is <strong>Formula<\/strong>. A formula uses the data from the columns to the left of it, up to the formula column, where each column is denoted by its own letter, and it accepts standard operators and Planfix functions. Formulas are calculated from left to right in one pass, after the non-formula columns are filled with data, so a formula works with database values rather than with the results of other formulas. The help article on <a href=\"https:\/\/planfix.com\/help\/Reports:_Formulas\">formulas in reports<\/a> explains the order in detail.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 6. Export the report<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Run the report first: the <strong>Export<\/strong> button appears once there are results on the screen. Reports export to XLSX, CSV and Google Sheets, so the same table can go to a spreadsheet for extra math or to a client as a file. For Excel, a data export template sets the layout of the file in advance. See <a href=\"https:\/\/planfix.com\/help\/Exporting_reports\">exporting reports<\/a> for the available formats.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Who it\u2019s for<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Management:<\/strong> project data with efficiency ratios calculated in a formula column.<\/li>\n\n\n\n<li><strong>Finance:<\/strong> amounts entered with data tags, grouped by project and exported to XLSX, CSV or Google Sheets.<\/li>\n\n\n\n<li><strong>Project managers:<\/strong> task data and task statistics in one table, selected the way you filter tasks.<\/li>\n\n\n\n<li><strong>HR:<\/strong> a summary of everyone\u2019s vacation days from the <strong>Time off calendar<\/strong> object, ready to print for approval.<\/li>\n\n\n\n<li><strong>Operations:<\/strong> reference data such as stock balances from directories.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">FAQ<\/h2>\n\n\n\n<div data-schema-only=\"false\" class=\"wp-block-aioseo-faq\" id=\"aioseo-how-do-i-group-data-in-a-planfix-report\"><h3 class=\"aioseo-faq-block-question\"><strong>How do I group data in a Planfix report?<\/strong><\/h3><div class=\"aioseo-faq-block-answer\">\n<p class=\"wp-block-paragraph\">Grouping and sorting are set in the <strong>Selection parameters<\/strong> step of the Report Wizard, or after the report view is configured. Set them afterwards and you can group and sort by the columns you have added as well.<\/p>\n<\/div><\/div>\n\n\n\n<div data-schema-only=\"false\" class=\"wp-block-aioseo-faq\" id=\"aioseo-can-a-report-column-calculate-values\"><h3 class=\"aioseo-faq-block-question\"><strong>Can a report column calculate values?<\/strong><\/h3><div class=\"aioseo-faq-block-answer\">\n<p class=\"wp-block-paragraph\">Yes. Choose <strong>Formula<\/strong> as the object type for the column. It calculates values from the columns to its left with standard operators and Planfix functions, after the non-formula columns are filled with data.<\/p>\n<\/div><\/div>\n\n\n\n<div data-schema-only=\"false\" class=\"wp-block-aioseo-faq\" id=\"aioseo-what-formats-can-i-export-a-planfix-report-to\"><h3 class=\"aioseo-faq-block-question\"><strong>What formats can I export a Planfix report to?<\/strong><\/h3><div class=\"aioseo-faq-block-answer\">\n<p class=\"wp-block-paragraph\">XLSX, CSV and Google Sheets. Run the report first, so the <strong>Export<\/strong> button appears; for Excel, a data export template for reports sets the layout of the file.<\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Start with the question your report answers<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Take one report your team runs every month and ask what single question it should answer. Then choose the object, the filter and the grouping that answer it, and let a formula column do the arithmetic. When numbers need to be seen rather than read, <a href=\"https:\/\/planfix.com\/features\/charts-and-graphs\/\">charts and graphs<\/a> visualize the same report data. For a full build from scratch, see how to set up <a href=\"https:\/\/planfix.com\/blog\/video\/planfix-for-beginners-reports\/\">automated project reports<\/a>. New to Planfix? <a href=\"https:\/\/planfix.com\/signup\/\">Sign up<\/a> to try it.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>3-minute video + steps: make reports more informative in Planfix \u2014 pick the object, group the rows, calculate columns with formulas and export the result.<\/p>\n","protected":false},"author":146,"featured_media":0,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"","footnotes":""},"categories":[498],"tags":[506,84,254],"class_list":["post-14204","post","type-post","status-publish","format-standard","hentry","category-video","tag-custom-fields","tag-excel","tag-reports-in-planfix"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.10 - aioseo.com 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