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New Report - Can be based on exisiting?

Hi,

 

I'd like to create a new report very similar to Time Tracking --> Detailed Report for Cust by Selected Timeframe.  So  is there a way to base the new report on this existing report?

 

Thanks,

Shefali

408-867-3701

Shefali Sinha Answered

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Hi Shefali,

Unfortunately there isn't a way to do that with the current reporting module. With today's functionality, you'll need to create a brand new report.

We are coming out with a new reporting module - I've requested some insight into the new features to see if this will be included. I'll get back to you with their response.

Vanessa Michau 0 votes
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I just received confirmation from Product that the new reporting module will have something like a "Save As" feature that should meet your use case.

The new reporting module should be coming out in the next couple months.

Vanessa Michau 0 votes
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Any tips you can give me to create the report seen in  Time Tracking --> Detailed Report for Cust by Selected Timeframe faster?  Like is there a query you can provide or anything of the sort?  Thanks.

Shefali Sinha 0 votes
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Thanks, Vanessa.  You guy have a great product, but Reporting could be improved.  Such as, the user should not have to input params over and over.  The user should be able to view the results in a place where they can filter them, sort them, all within the system.  Your product team may want to check out Replicon.  It has great reporting modules.

Shefali Sinha 0 votes
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Shefali, 

thank you for your feedback. It is much appreciated. We have many options for Reporting. as Vanessa mentioned, we have a brand new Reporting Module with a lot more capabilities that will be available next month (February 22). Until then, you can try out our Excel Add-In. It is not part of the Clarizen App but is an Excel Plug-In that allows you to query any data in your Clarizen instance to pull the data and then you can use the Excel functionality to create any report you wish (i.e. Pivot Table as an example).

Boris Krutiy 0 votes
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