Reports: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| (6 intermediate revisions by 2 users not shown) | |||
| Line 4: | Line 4: | ||
You can use the basic Planfix reports or create your own. | You can use the basic Planfix reports or create your own. | ||
== Standard Planfix reports == | == Standard Planfix reports == | ||
| Line 10: | Line 9: | ||
*[[Report: Time tracking]] | *[[Report: Time tracking]] | ||
*[[Report: Revenue and expenses]] | *[[Report: Revenue and expenses]] | ||
*[[Report: Weekly calls by | *[[Report: Weekly calls grouped by contacts]] | ||
*[[Report: Weekly calls by | *[[Weekly calls grouped by employees|Report: Weekly calls grouped by employees]] | ||
*[[Report: Missed calls]] | *[[Missed calls|Report: Missed calls]] | ||
== Using reports == | == Using reports == | ||
| Line 21: | Line 18: | ||
*[[How to create a new report?]] | *[[How to create a new report?]] | ||
*[[Reports: Formulas | Using formulas in reports]] | *[[Reports: Formulas | Using formulas in reports]] | ||
*[[How to | *[[How to run a report?]] | ||
*[[Formatting in reports]] | *[[Formatting in reports]] | ||
*[[Reports: configuring data tag display | Configuring data tag display]] | *[[Reports: configuring data tag display | Configuring data tag display]] | ||
Latest revision as of 10:31, 20 March 2024
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: Missed calls
Using reports
- Report groups
- How to create a new report?
- Using formulas in reports
- How to run a report?
- Formatting in reports
- Configuring data tag display
- How to configure employee access to different reports?
- Why does a report show different data for different users?
- Quick report launch by project, task, or contact
- Saved reports
- Report export
- Report on status history
- Bulk changes in reports
- Scheduled Report