Reports: Difference between revisions
From Planfix
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**[[Reports: Charts in reports|Step 4: Charts in reports]] | **[[Reports: Charts in reports|Step 4: Charts in reports]] | ||
**[[Reports: Managing access|Step 5: Managing access]] | **[[Reports: Managing access|Step 5: Managing access]] | ||
*[[Object selection parameters|Task selection parameters in reports]] | *[[Object selection parameters|Task selection parameters in reports]] | ||
*[[Reports: configuring data tag display|Reports on several data tags]] | *[[Reports: configuring data tag display|Reports on several data tags]] | ||
Revision as of 14:04, 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
- 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