Report groups: Difference between revisions
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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 the plus (+) icon. | ||
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Latest revision as of 14:52, 23 January 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:
- Account Owner
- Administrator
- Technical Administrator
To create a report group, navigate to the "Reports" section and click the plus (+) icon.
