How to create a new report?
From Planfix
In the Reports section:
- select the New report button on the task panel
- or select an existing report that you would like to copy and click the Create copy button on the task panel
You will then be taken to the Report Wizard, which will help you create or edit a report. The Report Wizard takes you through three steps:
- Step 1: General information
- Step 2: Selection parameters
- Step 3: Report view
- Step 4: Charts in reports
- Step 5: Managing access