Reports: Difference between revisions
From Planfix
| Line 10: | Line 10: | ||
*[[Report: Time tracking]] | *[[Report: Time tracking]] | ||
*[[Report: Revenue and expenses]] | *[[Report: Revenue and expenses]] | ||
*[[ | *[[Report: Weekly calls grouped by contacts]] | ||
*[[Weekly calls grouped by employees|Report: Weekly calls grouped by employees]] | *[[Weekly calls grouped by employees|Report: Weekly calls grouped by employees]] | ||
*[[Missed calls|Report: Missed calls]] | *[[Missed calls|Report: Missed calls]] | ||
Revision as of 09:02, 19 March 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: Missed calls
Using reports
- Report groups
- How to create a new report?
- Using formulas in reports
- How to run a report?
- 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