Post

3 followers Follow
0
Avatar

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 Not planned

Official comment

Avatar

@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
Comment actions Permalink

Please sign in to leave a comment.

5 comments

0
Avatar

Hi,

 

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

 

Thanks,

Shefali

Shefali Sinha 0 votes
Comment actions Permalink
0
Avatar

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.

Vanessa Michau 0 votes
Comment actions Permalink
0
Avatar

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.

Vanessa Michau 0 votes
Comment actions Permalink
0
Avatar

Hello,

 

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

 

Thanks,

 


Isaac 

Isaac Alexander 0 votes
Comment actions Permalink