Report groups: Difference between revisions

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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.
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|title=Report groups
 
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You can create your own report groups. To add or edit report groups, go to the main page of the "Reports" section and click the "Report groups" button on the tools panel:
|keywords=planfix, reports, report groups
 
|description=Report groups
 
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https://pic.planfix.ru/pf/of/vMCaED.png
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 '''Add''' — '''Group'''.





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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