Report groups: Difference between revisions

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Report groups can be created by the following users:
Report groups can be created by the following users:
*Account Owner
*Primary account admin
*Administrator
*Administrator
*Technical Administrator
*Technical Administrator
To create a report group, navigate to the "Reports" section and click the plus (+) icon.
To create a report group, navigate to the "Reports" section and click '''Add''' — '''Group'''.
 
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Latest revision as of 14:06, 11 June 2025

Planfix reports can be grouped. Groups are used solely for convenience; the fact that a report is in one group or another doesn't affect anything directly.

Report groups can be created by the following users:

  • Primary account admin
  • Administrator
  • Technical Administrator

To create a report group, navigate to the "Reports" section and click AddGroup.


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