Summer has started, but we are releasing more new features than ever at Producteev.
Today, I will tell you about a very useful feature : Building Custom Reports.
For several different reasons, our users need custom reporting for their datas, may it be by To-Do list, by tasks’ statuses, by tasks’ deadlines…
Imagine if you could send a weekly work report to your Boss in a few clicks? Later on we will provide you very interesting analytics on your productivity… Stay tuned!
A few simple steps to create your own customized reports :
1. Pick a name for your report. You can edit it later on
2. Choose the categories you want to display in your report :
> To-Do lists : just pick the categories you want to see in this report
> Smart Filters : if you want to have detailed and filtered datas in this report, you need to create a “SmartBox” (our filter) first, and then choose pick this box to include in your report.
3. If you want every info concerning your tasks (sharing, files attached, comments…), pick the “Full” report, otherwise, pick the “Light” one.
4. You can receive your weekly or monthly by email
5. Click Create, then download it in HTML or CSV, and hit “Save Report”!
6. You can edit your reports as many times as you want
How do you like this new feature? What else would you add to the Reporting feature?
Feel free to react here or on YOUR forum : http://producteev.uservoice.com