Reports

Reports are a tool that lets you view data entered into Planfix.

Reports can be used in conjunction with the Data tag functionality: users use data tags to enter information in tasks, and reports display the accumulated information for easy analysis. In addition, reports can output information on projects, tasks, and other Planfix objects.

You can use the basic Planfix reports or create your own.

Standard Planfix reports

• Report: Time tracking
• Report: Revenue and expenses
• Report: Weekly calls grouped by contacts
• Report: Weekly calls grouped by employees
• Report: Weekly calls grouped by employees

Using reports

• Report groups
• How to create a new report?
  • Step 1: General information
  • Step 2: Selection parameters
  • Step 3: Report view
  • Step 4: Charts in reports
  • Step 5: Managing access
• Task selection parameters in reports
• Reports on several data tags
• Using formulas in reports
• Formatting in reports
• How to run a report?
• Quick report launch by project, task, or contact
• How to configure employee access to different reports?
• Why does a report show different data for different users?
• Saved reports
• Report export
• Report on status history
• Data export from reports
• Bulk changes in reports
• Scheduled Report

Training materials

The functionality of the Reports section is covered in the following courses of the Planfix Academy:

• Basic Course

Go To

• Data Tags
• Feature Description