This comprehensive tutorial will guide you through everything you need to know about the new ProjectMark Reports Panel, designed to make managing and creating reports simpler and more efficient.
The ProjectMark Reports Panel offers a centralized solution for managing and creating reports within your company’s account. This feature allows you to view all reports in a single panel and filter them by source type, creator, or title, ensuring quick and easy access to the information you need.
Reports can be downloaded instantly with just one click, and the panel includes robust tools for creating custom reports.
With real-time previews, you can see the data and structure of your report before finalizing it. The data source dropdown provides access to five report types based on your current modules.
Customization options include naming your report, setting recurrence schedules for automated generation, and assigning team members as recipients. Filters can be applied to refine the data, whether by saved filters or custom parameters, allowing for precise record selection.
Users can export all fields or manually select specific fields to include in the report. Additional settings allow you to choose a preferred file format, such as XLSX, with advanced options like grouping data, displaying subtotals, and showing totals for the entire report.
The Preview Panel reflects all configurations in real time, providing the ability to reorder or remove columns for further refinement. Visibility settings enable reports to be marked as private or shared publicly across your account.
The redesigned report layout improves readability by clearly displaying groupings, subtotals, totals, and the report creator's details, making it easier to analyze and share critical information.
This enhanced feature simplifies the reporting process and empowers teams to create, manage, and access reports with greater efficiency and flexibility.
