--- FR ---

How to create personalized reports

FlowFit-TMS provides a variety of prefabricated reports accessible in the Reports view. However, there may be situations where you need to extract raw project data, task data, user data, or custom fields data. This allows you to rearrange the information to suit your specific needs before exporting it into Excel or a PDF file.

In such cases, FlowFit-TMS offers full flexibility to create your own reports, particularly by using the Project Search or Task Search pages.

Where to go to create personalized reports

Navigate to the appropriate page depending on the type of data you want to extract:

1. Project Search: For project-related data (e.g., Request number, requester, work type, delivery date).

2. Task Search: For task-related data (e.g., Service name, task language, document name).

3. Resources Page: For resource profile data (e.g., External vs. internal translators, contact details, module, supervisor).

4. Clients Page: For client profile data (e.g., Client code, charge code, last project).

5. Contacts Page: For requester, co-requester, or other client contact profile data (e.g., Client name, charge code, contact details).

How to create a custom Project-type report

1. Access the Project Search Page:

   • At the top-right corner of your screen, click the drop-down arrow to the right of the FlowFit static search bar.

   • Select the Project Search page to view project-related data (e.g., Request number, requester, work type, delivery date).

2. Customize Columns:

   

   • Choose the columns you need and save your preferred display settings.

   • Refer to the How to Personalize Your Project or Task List guide for detailed instructions.

3. Apply Filters:

   

   • Use the available filters to refine your data selection. Save these filters by clicking the green PLUS sign.

4. Adjust Page Display Settings:

   

   • At the page footer, increase the number of results displayed per page (e.g., more than 50 results) if needed.

5. Export Your Results:

   • Click the MORE menu to export the results in your desired format (PDF or XLS).

     

Reports - FlowFit User Documentation - Confluence (atlassian.net)ur desired format (PDF or XLS).

--- EN ---

How to create personalized reports

FlowFit-TMS provides a variety of prefabricated reports accessible in the Reports view. However, there may be situations where you need to extract raw project data, task data, user data, or custom fields data. This allows you to rearrange the information to suit your specific needs before exporting it into Excel or a PDF file.

In such cases, FlowFit-TMS offers full flexibility to create your own reports, particularly by using the Project Search or Task Search pages.

Where to go to create personalized reports

Navigate to the appropriate page depending on the type of data you want to extract:

1. Project Search: For project-related data (e.g., Request number, requester, work type, delivery date).

2. Task Search: For task-related data (e.g., Service name, task language, document name).

3. Resources Page: For resource profile data (e.g., External vs. internal translators, contact details, module, supervisor).

4. Clients Page: For client profile data (e.g., Client code, charge code, last project).

5. Contacts Page: For requester, co-requester, or other client contact profile data (e.g., Client name, charge code, contact details).

How to create a custom Project-type report

1. Access the Project Search Page:

   • At the top-right corner of your screen, click the drop-down arrow to the right of the FlowFit static search bar.

   • Select the Project Search page to view project-related data (e.g., Request number, requester, work type, delivery date).

2. Customize Columns:

   

   • Choose the columns you need and save your preferred display settings.

   • Refer to the How to Personalize Your Project or Task List guide for detailed instructions.

3. Apply Filters:
   

   

   • Use the available filters to refine your data selection. Save these filters by clicking the green PLUS sign.

4. Adjust Page Display Settings:

   

   • At the page footer, increase the number of results displayed per page (e.g., more than 50 results) if needed.

5. Export Your Results:

   • Click the MORE menu to export the results in your desired format (PDF or XLS).