Custom Reports

I am looking into creating some custom reports, examples attached. However it does to appear that I can have totals or percentages in my report. It is almost as if you can only create custom reports for existing fields and can not perform calculation in the report. Can you please advise me of my options if we wanted the attached reports, ie what will I need to do or get in order to have them?

We have the professional version of Clarizen.

Many thanks,

Nicolene

Nicolene Hart September 23, 2014 16:27 Answered

Hi Nicolene,

Thank you for contacting Clarizen Support. This should be possible to achieve with our Excel add in app, that is our Advanced Reporting tool: http://www.clarizen.com/appsmarketplace/item/Clarizen-Excel-Add-in . To request a free trial, please reach out to your Account Executive.

Currently, we are also working on improving our existing reporting module which should be released beginning of 2015.

For further clarification, we suggest you register for one of our Advanced Q&A webinars (see the link-> http://www.clarizen.com/resources/online-demo.html#second ).These are great resources for free consulting with our Customer Success Managers and visual answers to your questions.

All the best,

Diana

Diana Sandura September 24, 2014 08:49 0 votes

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Custom Reports

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