{"id":5135,"date":"2024-06-20T14:10:07","date_gmt":"2024-06-20T12:10:07","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=5135"},"modified":"2024-08-19T14:33:13","modified_gmt":"2024-08-19T12:33:13","slug":"planfix-reports-modernization-new-interface-and-variables","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/teamwork\/planfix-reports-modernization-new-interface-and-variables\/","title":{"rendered":"Planfix Reports Modernization: New Interface and Variables"},"content":{"rendered":"<div class=\"breadcrumbs \" typeof=\"BreadcrumbList\" vocab=\"https:\/\/schema.org\/\"><span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to Planfix.\" href=\"https:\/\/planfix.com\/blog\/\" class=\"home\" aria-current=\"page\"><span property=\"name\">Planfix<\/span><\/a><meta property=\"position\" content=\"1\"><\/span><\/div>\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/p.pfx.so\/pf\/Dp\/RghQWM.jpg\" alt=\"New Planfix Reports Features\" title=\"New Reports Features | Planfix\"\/><\/figure>\n\n\n\n<div class=\"wp-block-aioseo-table-of-contents\"><ul><li><a href=\"#aioseo-reports-in-planfix\">Reports in Planfix<\/a><ul><\/ul><\/li><li><a href=\"#aioseo-new-features-in-planfix-reports\">New Features in Planfix Reports<\/a><ul><\/ul><\/li><li><a href=\"#aioseo-additional-automation-capabilities\">Additional Automation Capabilities<\/a><\/li><li><a href=\"#aioseo-conclusion\">Conclusion<\/a><\/li><\/ul><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Manual data collection and processing are often time-consuming and require meticulous attention to detail.&nbsp;<a href=\"https:\/\/planfix.com\/features\/reports\/\" target=\"_blank\" rel=\"noreferrer noopener\">Planfix&nbsp;reports<\/a>&nbsp;help automate these processes and provide easy access to data, analysis, and visualizations.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-reports-in-planfix\"><strong>Reports in Planfix<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Reports&nbsp;are an important tool in Planfix, essential for analyzing and processing data. They allow you to collect, organize, and visualize data automatically, providing a complete picture of the current state of projects and tasks. Integration with other services ensures convenient access to data from various sources in one place.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-types-of-reports\"><strong>Types of Reports<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Planfix&nbsp;reports&nbsp;provide real-time data so managers can quickly assess the current situation in the company. The extensive customization options make the system suitable for various industries and business models, enabling the creation of customized reports tailored to the specific needs of the company:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Standard reports;<\/li>\n\n\n\n<li>Task reports;<\/li>\n\n\n\n<li>Comment reports;<\/li>\n\n\n\n<li>Contact reports;<\/li>\n\n\n\n<li>Project reports;<\/li>\n\n\n\n<li>Catalog reports.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can save and export reports, set access permissions, and quickly find them again using filters. These results enable effective analysis of current business processes and future strategic planning.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-why-reports-are-important\"><strong>Why Reports are Important<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Reports&nbsp;in Planfix play a key role in companies by providing essential information for evaluating the performance of employees, projects, and departments. They enable management to analyze data and make informed decisions to increase work efficiency.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The accounting department can use Planfix&nbsp;project&nbsp;reports&nbsp;to track project costs, analyze schedules, and calculate financial ratios.&nbsp;Reports&nbsp;are also necessary for other departments to analyze the results of marketing campaigns, customer interactions, and production processes.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-new-features-in-planfix-reports\"><strong>New Features in Planfix Reports<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To make working with&nbsp;standard&nbsp;reports&nbsp;more convenient, we have added several new options and made changes to the interface. You can now use variables in export templates and specify them in the template name. Let\u2019s take a closer look at this.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-report-appearance\"><strong>Report Appearance<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">We are constantly improving not only the functionality but also the user interface. Now, groupings are highlighted in bold, and the report is displayed in a table format, which significantly improves perception of the information:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/b9\/DtmoaZ.png\" alt=\"New Appearance of the Planfix Report\" title=\"New Appearance of Reports | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-quick-period-selection\"><strong>Quick Period Selection<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You can select the display period for the report without entering parameters and opening additional windows. You can get this done with two clicks directly from the report page:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/HG\/rRDiDG.png\" alt=\"Quickly Switch Report Period in Planfix\" title=\"Quickly Switch Report Period | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Please note that the parameters for the report selection must contain a period for this option to work:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/lW\/XrnLW4.png\" alt=\"Specifying a Period in Selection Parameters\" title=\"Variables in Planfix reports | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-variables-in-reports\"><strong>Variables in Reports<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You can use the variable <strong>{{Report. Period}}<\/strong> in export templates. It specifies the start or end of the period covered by the report. The variables look like this: <strong>{{Report.Period.Start}}<\/strong> and <strong>{{Report.Period.End}}<\/strong>:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/q4\/c4WcSl.png\" alt=\"New Variable in Planfix Reports\" title=\"Variables in Planfix reports | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-variables-in-template-names\"><strong>Variables in Template Names<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You can use variables within files and in the names of export templates. For example, if your company works with freelancers and payments are made every two weeks, the report automatically handles the calculation of fees. Then, the required information is exported to a payroll template and sent to the accounting department. You can create a template and add variables to its name to indicate the period the file covers:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/Xa\/w9T7OD.png\" alt=\"Variables in the Template Name\" title=\"Variables in the Templates | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">When exporting the file, the variables are replaced by the required values:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/VW\/scg0va.png\" alt=\"Template-Generated Files in Planfix\" title=\"Template-Generated Files | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">You can quickly change the data selection period and rerun the report if necessary. All changes will be reflected in the newly generated report.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-additional-automation-capabilities\"><strong>Additional Automation Capabilities<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can automate the creation of\u00a0reports\u00a0in Planfix. For example, a manager can receive regular\u00a0progress reports\u00a0on the status of tasks to monitor progress and immediately see which tasks are on schedule and which are not. You can learn how to set up this <a href=\"https:\/\/planfix.com\/features\/automation\/\" target=\"_blank\" rel=\"noreferrer noopener\">automation<\/a> in this note: <a href=\"https:\/\/planfix.com\/blog\/teamwork\/schedule-by-days-a-consolidated-table-for-accounting\/\" target=\"_blank\" rel=\"noopener\" title=\"Scheduled Reports: Efficiently Manage Task Completion\">Scheduled Reports: Efficiently Manage Task Completion<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-conclusion\"><strong>Conclusion<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Automating reporting saves time and company resources and relieves employees of routine tasks. Quick period selection and the use of variables make working with&nbsp;project&nbsp;reports&nbsp;more flexible and convenient. Overall, Planfix&nbsp;reports&nbsp;are a robust data management and analysis tool that increases the company&#8217;s efficiency and competitiveness. Learn more how to manage task completion more effectively using&nbsp;<a href=\"https:\/\/planfix.com\/blog\/use-cases\/scheduled-reports-efficiently-manage-task-completion\/\" target=\"_blank\" rel=\"noreferrer noopener\">scheduled reports<\/a>.&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Manual data collection and processing are often time-consuming and require meticulous attention to detail.&nbsp;Planfix&nbsp;reports&nbsp;help automate these processes and provide easy access to data, analysis, and&#8230;<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","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":"yes","footnotes":""},"categories":[260],"tags":[344,304,254,326],"class_list":["post-5135","post","type-post","status-publish","format-standard","hentry","category-teamwork","tag-accounting","tag-automation","tag-reports-in-planfix","tag-scheduled-reports"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/5135","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/comments?post=5135"}],"version-history":[{"count":14,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/5135\/revisions"}],"predecessor-version":[{"id":5615,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/5135\/revisions\/5615"}],"wp:attachment":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/media?parent=5135"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/categories?post=5135"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags?post=5135"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}