Reports

For all reports that have the Excel download, its great that there is an option to download. It would be nice if the data was displayed on the screen, so we could play with it, perhaps modify query, etc. and then download this report. See how Replicon does it.

Shefali Sinha January 26, 2015 20:19 Not planned

Official comment

@Isaac Alexander

Yes. You can schedule reports if you have Admin permission. You should speak to your Customer Success Manager if you're unsure how to do this.

David Goulden November 22, 2018 12:32

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Hi,

I'd like to get these reports as PDF. How do I do so?

Thanks,

Shefali

Shefali Sinha January 26, 2015 20:43 0 votes

Hi Shefali,

There isn't a way to export a report as a PDF currently out of Clarizen. You can use the PDF export functionality in Excel to do that.

Permanently deleted user January 26, 2015 23:23 0 votes

Also, great feature request! I mentioned in another post that we are coming out with a new reporting module, I'll submit your idea to product for evaluation. For future reference, the CR is CR-244659.

Permanently deleted user January 26, 2015 23:26 0 votes

Hello,

Is there a way to get an export of a report sent to an email on a scheduled basis?

Thanks,

Isaac

Isaac Alexander November 21, 2018 16:52 0 votes

Reports

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5 comments
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