Automatic Reports generate required reports automatically at pre-specified times based on the work status for the entire team. Reports are generated in MS Excel format and emailed to the concerned team members /managers.
Using automatic reports you can get independent, regular & detailed metrics on the overall performance of the team with zero "push" efforts.
Functionality:
- Create Report Schedules for Daily, Weekly, Pipeline reports etc.
- View/Edit existing Report Schedules and Report objects
- Create and add Report objects to Report schedules
- View generated reports in RBox and email.
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S. No. |
Functionality |
Product Navigation |
Actions/Features |
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1 |
Report Schedules |
Reports->Team Activity->Automatic Reports-> [Schedules & Instances] |
Create Report Schedules for Daily/Weekly reports, Pipeline/Status reports, View/Edit Report Schedules, |
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2 |
Report Objects |
Reports->Team Activity->Automatic Reports-> [Schedules & Instances] |
Create Report Objects for Daily/Weekly reporting items, Pipeline/Status reports, View/Edit Report Objects ,Add Report Objects to Report Schedules |
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3 |
View Generated Reports |
My Activity->[Notifications] |
View automatically generated reports |
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