Overview
Reporting
Reports are generated from the view you're already in — no second selection.
At a glance
- Reports generated from the current view
- Inherits filters and selection
- Build your own reports without IT
- Project progress, skills, budgets, cost centres
- Export to Excel, CSV and PDF
- Feeds the dashboard widgets
Details
Reporting usually fails not for lack of data but on the route to it: you leave the view you were working in, switch to a reporting module, and rebuild the same selection a second time.
In conlud the report is generated from the view you’re already in. If you’re inside a project or have filtered a particular set of employees, the report runs on exactly that data. The selection you’ve already made still applies.
You define which fields are evaluated and how the result is presented — project progress, skill levels, budgets or cost centres, depending on the module. Creating a new report doesn’t require a change request to IT.
Results export to Excel, CSV and PDF.
The same reports sit behind the metric widgets on the dashboard, so anything you define here can be made permanently visible there.
There will be something to see here in the next few days.
Co-Creation
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