Reports: Difference between revisions
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*[[Report: Weekly calls grouped by employees]] | *[[Report: Weekly calls grouped by employees]] | ||
*[[Report: Weekly calls grouped by employees]] | *[[Report: Weekly calls grouped by employees]] | ||
== Using reports == | == Using reports == | ||
*[[Report groups]] | *[[Report groups]] | ||
*[[How to create a new report?]] | *[[How to create a new report?]] | ||
**[[Reports: General information|Step 1: General information]] | |||
**[[Reports: Selection parameters|Step 2: Selection parameters]] | |||
**[[Reports: Report view|Step 3: Report view]] | |||
**[[Reports: Charts in reports|Step 4: Charts in reports]] | |||
**[[Reports: Managing access|Step 5: Managing access]] | |||
*[[Object selection parameters|Task selection parameters in reports]] | |||
*[[Reports: configuring data tag display|Reports on several data tags]] | |||
*[[Reports: Formulas | Using formulas in reports]] | *[[Reports: Formulas | Using formulas in reports]] | ||
*[[Formatting in reports]] | |||
*[[How to run a report?]] | *[[How to run a report?]] | ||
*[[Reports panel | Quick report launch by project, task, or contact]] | |||
*[[Reports | |||
*[[How to configure employee access to different reports?]] | *[[How to configure employee access to different reports?]] | ||
*[[Why does a report show different data for different users?]] | *[[Why does a report show different data for different users?]] | ||
*[[Saved reports]] | *[[Saved reports]] | ||
*[[Report export]] | *[[Report export]] | ||
*[[Report on status history]] | *[[Report on status history]] | ||
*[[Data export templates for reports|Data export from reports]] | |||
*[[Bulk changes in reports]] | *[[Bulk changes in reports]] | ||
*[[Scheduled Report]] | *[[Scheduled Report]] | ||
==Training materials== | |||
The functionality of the '''Reports''' section is covered in the following courses of the '''Planfix Academy''': | |||
*[https://academy.planfix.com/auth/sign/in Basic Course] | |||
Latest revision as of 14:38, 13 November 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: Weekly calls grouped by employees
Using reports
- Report groups
- How to create a new report?
- 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: